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 | $28,039 | $106,584-73.7% | $101,326-72.3% | $142,382-80.3% |
| Participation rate | 92.9% | 82.7%+10.2pp | 81.5%+11.4pp | 80.1%+12.7pp |
| Annual return | 18.37% | 36.93%-18.6pp | 36.82%-18.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,901 | $3,956+23.9% | $3,665+33.7% | $4,299+14.0% |
| Participant deferral / active EE | $5,240 | $8,297-36.9% | $7,994-34.5% | $6,507-19.5% |
| Admin fee / account holder | $1,626 | $11,446-85.8% | $11,185-85.5% | $12,624-87.1% |