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 | $17,460 | $77,419-77.4% | $69,455-74.9% | $152,861-88.6% |
| Participation rate | 87.0% | 78.1%+8.9pp | 74.6%+12.3pp | 82.4%+4.5pp |
| Annual return | 21.36% | 39.06%-17.7pp | 28.97%-7.6pp | 345.32%-324.0pp |
| Employer contribution / active EE | $681 | $3,315-79.5% | $2,779-75.5% | $4,762-85.7% |
| Participant deferral / active EE | $4,218 | $4,414-4.4% | $3,535+19.3% | $5,850-27.9% |
| Admin fee / account holder | $1,434 | $6,207-76.9% | $3,839-62.6% | $11,596-87.6% |