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 | $100,970-85.6% | $96,576-84.9% | $137,256-89.4% |
| Participation rate | 91.7% | 82.6%+9.1pp | 81.4%+10.2pp | 80.0%+11.7pp |
| Annual return | 20.82% | 38.16%-17.3pp | 38.47%-17.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,563 | $3,809-32.7% | $3,553-27.9% | $4,156-38.3% |
| Participant deferral / active EE | $4,842 | $8,286-41.6% | $7,956-39.2% | $6,407-24.4% |
| Admin fee / account holder | $4,443 | $11,312-60.7% | $11,381-61.0% | $12,270-63.8% |