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 | $22,840 | $127,065-82.0% | $113,168-79.8% | $142,382-84.0% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 25.05% | 24.03%+1.0pp | 24.27%+0.8pp | 217.08%-192.0pp |
| Employer contribution / active EE | $1,531 | $3,442-55.5% | $2,975-48.5% | $4,299-64.4% |
| Participant deferral / active EE | $5,311 | $5,716-7.1% | $5,107+4.0% | $6,507-18.4% |
| Admin fee / account holder | $795 | $15,736-94.9% | $12,068-93.4% | $12,624-93.7% |