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 5-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 | $38,938 | $124,425-68.7% | $112,040-65.2% | $137,256-71.6% |
| Participation rate | 84.2% | 79.3%+4.9pp | 76.5%+7.7pp | 80.0%+4.3pp |
| Annual return | 18.16% | 24.72%-6.6pp | 24.52%-6.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,753 | $3,411-48.6% | $2,954-40.7% | $4,156-57.8% |
| Participant deferral / active EE | $4,070 | $5,718-28.8% | $5,098-20.2% | $6,407-36.5% |
| Admin fee / account holder | $693 | $15,207-95.4% | $12,098-94.3% | $12,270-94.3% |