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 | $10,013 | $114,381-91.2% | $107,525-90.7% | $142,382-93.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 26.37% | 242.71%-216.3pp | 181.32%-154.9pp | 217.08%-190.7pp |
| Employer contribution / active EE | $2,043 | $4,015-49.1% | $3,754-45.6% | $4,299-52.5% |
| Participant deferral / active EE | $4,629 | $5,564-16.8% | $5,116-9.5% | $6,507-28.9% |
| Admin fee / account holder | $3,262 | $9,860-66.9% | $8,919-63.4% | $12,624-74.2% |