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 6-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 | $16,687 | $106,584-84.3% | $101,326-83.5% | $142,382-88.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 16.08% | 36.93%-20.8pp | 36.82%-20.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,025 | $3,956-48.8% | $3,665-44.7% | $4,299-52.9% |
| Participant deferral / active EE | $5,591 | $8,297-32.6% | $7,994-30.1% | $6,507-14.1% |
| Admin fee / account holder | $5,047 | $11,446-55.9% | $11,185-54.9% | $12,624-60.0% |