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 | $34,316 | $127,065-73.0% | $113,168-69.7% | $142,382-75.9% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 20.17% | 24.03%-3.9pp | 24.27%-4.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,647 | $3,442-52.2% | $2,975-44.7% | $4,299-61.7% |
| Participant deferral / active EE | $4,896 | $5,716-14.4% | $5,107-4.1% | $6,507-24.8% |
| Admin fee / account holder | $1,897 | $15,736-87.9% | $12,068-84.3% | $12,624-85.0% |