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 8-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 | $12,983 | $106,584-87.8% | $101,326-87.2% | $142,382-90.9% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 17.52% | 36.93%-19.4pp | 36.82%-19.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,110 | $3,956-71.9% | $3,665-69.7% | $4,299-74.2% |
| Participant deferral / active EE | $3,810 | $8,297-54.1% | $7,994-52.3% | $6,507-41.4% |
| Admin fee / account holder | $395 | $11,446-96.6% | $11,185-96.5% | $12,624-96.9% |