See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,578 | $106,584-67.6% | $101,326-65.9% | $142,382-75.7% |
| Participation rate | 93.8% | 82.7%+11.1pp | 81.5%+12.3pp | 80.1%+13.6pp |
| Annual return | 22.56% | 36.93%-14.4pp | 36.82%-14.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,583 | $3,956-34.7% | $3,665-29.5% | $4,299-39.9% |
| Participant deferral / active EE | $4,242 | $8,297-48.9% | $7,994-46.9% | $6,507-34.8% |
| Admin fee / account holder | $1,088 | $11,446-90.5% | $11,185-90.3% | $12,624-91.4% |