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 | $13,533 | $112,729-88.0% | $98,716-86.3% | $137,256-90.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 33.72% | 38.48%-4.8pp | 31.81%+1.9pp | 220.34%-186.6pp |
| Employer contribution / active EE | $2,414 | $2,725-11.4% | $2,279+5.9% | $4,156-41.9% |
| Participant deferral / active EE | $3,923 | $4,640-15.5% | $4,048-3.1% | $6,407-38.8% |
| Admin fee / account holder | $646 | $10,129-93.6% | $8,703-92.6% | $12,270-94.7% |