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 | $20,531 | $106,584-80.7% | $101,326-79.7% | $142,382-85.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 18.93% | 36.93%-18.0pp | 36.82%-17.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,662 | $3,956-58.0% | $3,665-54.7% | $4,299-61.3% |
| Participant deferral / active EE | $7,034 | $8,297-15.2% | $7,994-12.0% | $6,507+8.1% |
| Admin fee / account holder | $1,311 | $11,446-88.5% | $11,185-88.3% | $12,624-89.6% |