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 | $100,970-83.5% | $96,576-82.7% | $137,256-87.8% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 16.08% | 38.16%-22.1pp | 38.47%-22.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,025 | $3,809-46.8% | $3,553-43.0% | $4,156-51.3% |
| Participant deferral / active EE | $5,591 | $8,286-32.5% | $7,956-29.7% | $6,407-12.7% |
| Admin fee / account holder | $5,047 | $11,312-55.4% | $11,381-55.7% | $12,270-58.9% |