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 6-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 | $21,625 | $106,515-79.7% | $96,683-77.6% | $139,434-84.5% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 23.35% | 38.43%-15.1pp | 35.69%-12.3pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,077 | $4,103-73.8% | $3,737-71.2% | $4,751-77.3% |
| Participant deferral / active EE | $6,016 | $5,454+10.3% | $4,878+23.3% | $6,710-10.3% |
| Admin fee / account holder | $1,385 | $7,877-82.4% | $6,730-79.4% | $11,403-87.9% |