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 | $25,494 | $107,452-76.3% | $91,541-72.1% | $142,382-82.1% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 15.46% | 22.06%-6.6pp | 20.50%-5.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,101 | $2,994-29.8% | $2,505-16.1% | $4,299-51.1% |
| Participant deferral / active EE | $3,373 | $4,754-29.1% | $4,008-15.8% | $6,507-48.2% |
| Admin fee / account holder | $8,847 | $8,834+0.1% | $6,956+27.2% | $12,624-29.9% |