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 | $12,012 | $106,584-88.7% | $101,326-88.1% | $142,382-91.6% |
| Participation rate | 95.7% | 82.7%+13.0pp | 81.5%+14.2pp | 80.1%+15.5pp |
| Annual return | 26.15% | 36.93%-10.8pp | 36.82%-10.7pp | 217.08%-190.9pp |
| Employer contribution / active EE | $1,274 | $3,956-67.8% | $3,665-65.2% | $4,299-70.4% |
| Participant deferral / active EE | $3,536 | $8,297-57.4% | $7,994-55.8% | $6,507-45.7% |
| Admin fee / account holder | $720 | $11,446-93.7% | $11,185-93.6% | $12,624-94.3% |