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 | $44,598 | $106,584-58.2% | $101,326-56.0% | $142,382-68.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 19.34% | 36.93%-17.6pp | 36.82%-17.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,717 | $3,956-6.0% | $3,665+1.4% | $4,299-13.5% |
| Participant deferral / active EE | $5,654 | $8,297-31.9% | $7,994-29.3% | $6,507-13.1% |
| Admin fee / account holder | $693 | $11,446-93.9% | $11,185-93.8% | $12,624-94.5% |