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 | $34,371 | $124,425-72.4% | $112,040-69.3% | $137,256-75.0% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 23.61% | 24.72%-1.1pp | 24.52%-0.9pp | 220.34%-196.7pp |
| Employer contribution / active EE | $2,141 | $3,411-37.3% | $2,954-27.5% | $4,156-48.5% |
| Participant deferral / active EE | $5,197 | $5,718-9.1% | $5,098+2.0% | $6,407-18.9% |
| Admin fee / account holder | $1,107 | $15,207-92.7% | $12,098-90.9% | $12,270-91.0% |