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 | $16,522 | $100,970-83.6% | $96,576-82.9% | $137,256-88.0% |
| Participation rate | 92.3% | 82.6%+9.7pp | 81.4%+10.9pp | 80.0%+12.3pp |
| Annual return | 30.10% | 38.16%-8.1pp | 38.47%-8.4pp | 220.34%-190.2pp |
| Employer contribution / active EE | $3,221 | $3,809-15.5% | $3,553-9.4% | $4,156-22.5% |
| Participant deferral / active EE | $7,027 | $8,286-15.2% | $7,956-11.7% | $6,407+9.7% |
| Admin fee / account holder | $2,937 | $11,312-74.0% | $11,381-74.2% | $12,270-76.1% |