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 4-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 | $90,160 | $110,257-18.2% | $96,544-6.6% | $139,434-35.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 17.40% | 26.32%-8.9pp | 25.84%-8.4pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,327 | $3,620-35.7% | $2,965-21.5% | $4,751-51.0% |
| Participant deferral / active EE | $6,035 | $5,548+8.8% | $4,851+24.4% | $6,710-10.1% |
| Admin fee / account holder | $1,385 | $11,591-88.1% | $8,252-83.2% | $11,403-87.9% |