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 | $21,470 | $127,065-83.1% | $113,168-81.0% | $142,382-84.9% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 16.67% | 24.03%-7.4pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,376 | $3,442-60.0% | $2,975-53.8% | $4,299-68.0% |
| Participant deferral / active EE | $2,698 | $5,716-52.8% | $5,107-47.2% | $6,507-58.5% |
| Admin fee / account holder | $2,234 | $15,736-85.8% | $12,068-81.5% | $12,624-82.3% |