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 | $31,036 | $127,065-75.6% | $113,168-72.6% | $142,382-78.2% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 19.13% | 24.03%-4.9pp | 24.27%-5.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,520 | $3,442-26.8% | $2,975-15.3% | $4,299-41.4% |
| Participant deferral / active EE | $4,156 | $5,716-27.3% | $5,107-18.6% | $6,507-36.1% |
| Admin fee / account holder | $477 | $15,736-97.0% | $12,068-96.0% | $12,624-96.2% |