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 | $14,792 | $106,584-86.1% | $101,326-85.4% | $142,382-89.6% |
| Participation rate | 93.8% | 82.7%+11.1pp | 81.5%+12.3pp | 80.1%+13.6pp |
| Annual return | 13.17% | 36.93%-23.8pp | 36.82%-23.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,178 | $3,956-70.2% | $3,665-67.9% | $4,299-72.6% |
| Participant deferral / active EE | $3,247 | $8,297-60.9% | $7,994-59.4% | $6,507-50.1% |
| Admin fee / account holder | $5,782 | $11,446-49.5% | $11,185-48.3% | $12,624-54.2% |