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 5-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 | $23,256 | $106,584-78.2% | $101,326-77.0% | $142,382-83.7% |
| Participation rate | 86.7% | 82.7%+4.0pp | 81.5%+5.2pp | 80.1%+6.5pp |
| Annual return | 31.68% | 36.93%-5.2pp | 36.82%-5.1pp | 217.08%-185.4pp |
| Employer contribution / active EE | $3,519 | $3,956-11.0% | $3,665-4.0% | $4,299-18.1% |
| Participant deferral / active EE | $4,985 | $8,297-39.9% | $7,994-37.6% | $6,507-23.4% |
| Admin fee / account holder | $1,426 | $11,446-87.5% | $11,185-87.2% | $12,624-88.7% |