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 | $100,970-77.0% | $96,576-75.9% | $137,256-83.1% |
| Participation rate | 86.7% | 82.6%+4.1pp | 81.4%+5.2pp | 80.0%+6.7pp |
| Annual return | 31.68% | 38.16%-6.5pp | 38.47%-6.8pp | 220.34%-188.7pp |
| Employer contribution / active EE | $3,519 | $3,809-7.6% | $3,553-1.0% | $4,156-15.3% |
| Participant deferral / active EE | $4,985 | $8,286-39.8% | $7,956-37.3% | $6,407-22.2% |
| Admin fee / account holder | $1,426 | $11,312-87.4% | $11,381-87.5% | $12,270-88.4% |