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 | $14,538 | $172,111-91.6% | $150,298-90.3% | $137,256-89.4% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 19.39% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,445 | $4,636-68.8% | $4,154-65.2% | $4,156-65.2% |
| Participant deferral / active EE | $3,040 | $6,166-50.7% | $5,453-44.2% | $6,407-52.5% |
| Admin fee / account holder | $1,448 | $16,471-91.2% | $14,116-89.7% | $12,270-88.2% |