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 | $127,065-69.4% | $113,168-65.6% | $142,382-72.7% |
| Participation rate | 84.2% | 79.2%+5.0pp | 76.6%+7.6pp | 80.1%+4.1pp |
| Annual return | 18.16% | 24.03%-5.9pp | 24.27%-6.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,753 | $3,442-49.1% | $2,975-41.1% | $4,299-59.2% |
| Participant deferral / active EE | $4,070 | $5,716-28.8% | $5,107-20.3% | $6,507-37.5% |
| Admin fee / account holder | $693 | $15,736-95.6% | $12,068-94.3% | $12,624-94.5% |