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 4-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 | $32,471 | $106,584-69.5% | $101,326-68.0% | $142,382-77.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 16.51% | 36.93%-20.4pp | 36.82%-20.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,330 | $3,956+9.4% | $3,665+18.1% | $4,299+0.7% |
| Participant deferral / active EE | $6,344 | $8,297-23.5% | $7,994-20.6% | $6,507-2.5% |
| Admin fee / account holder | $3,320 | $11,446-71.0% | $11,185-70.3% | $12,624-73.7% |