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 | $11,544 | $112,729-89.8% | $98,716-88.3% | $137,256-91.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 22.50% | 38.48%-16.0pp | 31.81%-9.3pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,793 | $2,725+2.5% | $2,279+22.6% | $4,156-32.8% |
| Participant deferral / active EE | $3,363 | $4,640-27.5% | $4,048-16.9% | $6,407-47.5% |
| Admin fee / account holder | $1,128 | $10,129-88.9% | $8,703-87.0% | $12,270-90.8% |