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 6-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 | $20,398 | $106,515-80.8% | $96,683-78.9% | $139,434-85.4% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 27.22% | 38.43%-11.2pp | 35.69%-8.5pp | 372.94%-345.7pp |
| Employer contribution / active EE | $3,065 | $4,103-25.3% | $3,737-18.0% | $4,751-35.5% |
| Participant deferral / active EE | $3,671 | $5,454-32.7% | $4,878-24.7% | $6,710-45.3% |
| Admin fee / account holder | $313 | $7,877-96.0% | $6,730-95.3% | $11,403-97.3% |