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 9-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 | $24,287 | $104,251-76.7% | $91,001-73.3% | $147,584-83.5% |
| Participation rate | 84.2% | 78.2%+6.0pp | 75.6%+8.6pp | 82.8%+1.4pp |
| Annual return | 17.49% | 27.06%-9.6pp | 4.60%+12.9pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,787 | $3,116-42.7% | $2,456-27.2% | $4,876-63.4% |
| Participant deferral / active EE | $5,127 | $4,195+22.2% | $3,547+44.5% | $5,439-5.7% |
| Admin fee / account holder | $509 | $8,948-94.3% | $5,417-90.6% | $10,885-95.3% |