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 | $29,371 | $127,065-76.9% | $113,168-74.0% | $142,382-79.4% |
| Participation rate | 93.8% | 79.2%+14.5pp | 76.6%+17.2pp | 80.1%+13.6pp |
| Annual return | 15.74% | 24.03%-8.3pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,764 | $3,442-48.8% | $2,975-40.7% | $4,299-59.0% |
| Participant deferral / active EE | $4,146 | $5,716-27.5% | $5,107-18.8% | $6,507-36.3% |
| Admin fee / account holder | $1,073 | $15,736-93.2% | $12,068-91.1% | $12,624-91.5% |