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 6-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 | $34,870 | $124,425-72.0% | $112,040-68.9% | $137,256-74.6% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 19.70% | 24.72%-5.0pp | 24.52%-4.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,834 | $3,411-16.9% | $2,954-4.1% | $4,156-31.8% |
| Participant deferral / active EE | $4,496 | $5,718-21.4% | $5,098-11.8% | $6,407-29.8% |
| Admin fee / account holder | $516 | $15,207-96.6% | $12,098-95.7% | $12,270-95.8% |