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 | $15,331 | $114,381-86.6% | $107,525-85.7% | $142,382-89.2% |
| Participation rate | 81.3% | 78.1%+3.1pp | 75.1%+6.2pp | 80.1%+1.1pp |
| Annual return | 17.69% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,762 | $4,015-6.3% | $3,754+0.2% | $4,299-12.5% |
| Participant deferral / active EE | $6,033 | $5,564+8.4% | $5,116+17.9% | $6,507-7.3% |
| Admin fee / account holder | $5,434 | $9,860-44.9% | $8,919-39.1% | $12,624-57.0% |