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 3-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 | $14,538 | $106,584-86.4% | $101,326-85.7% | $142,382-89.8% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 20.82% | 36.93%-16.1pp | 36.82%-16.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,563 | $3,956-35.2% | $3,665-30.1% | $4,299-40.4% |
| Participant deferral / active EE | $4,842 | $8,297-41.6% | $7,994-39.4% | $6,507-25.6% |
| Admin fee / account holder | $4,443 | $11,446-61.2% | $11,185-60.3% | $12,624-64.8% |