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 4-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 | $25,299 | $95,266-73.4% | $82,389-69.3% | $142,382-82.2% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.5%+21.4pp | 80.1%+10.8pp |
| Annual return | 19.22% | 25.74%-6.5pp | 28.67%-9.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,500 | $2,991-16.4% | $2,517-0.7% | $4,299-41.8% |
| Participant deferral / active EE | $4,824 | $4,809+0.3% | $4,155+16.1% | $6,507-25.9% |
| Admin fee / account holder | $5,130 | $8,563-40.1% | $7,231-29.0% | $12,624-59.4% |