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 3-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 | $17,496 | $106,584-83.6% | $101,326-82.7% | $142,382-87.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 14.28% | 36.93%-22.6pp | 36.82%-22.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,243 | $3,956-68.6% | $3,665-66.1% | $4,299-71.1% |
| Participant deferral / active EE | $4,186 | $8,297-49.6% | $7,994-47.6% | $6,507-35.7% |
| Admin fee / account holder | $300 | $11,446-97.4% | $11,185-97.3% | $12,624-97.6% |