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 | $11,749 | $95,266-87.7% | $82,389-85.7% | $142,382-91.7% |
| Participation rate | 86.4% | 74.5%+11.9pp | 69.5%+16.8pp | 80.1%+6.2pp |
| Annual return | 17.86% | 25.74%-7.9pp | 28.67%-10.8pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,028 | $2,991+1.2% | $2,517+20.3% | $4,299-29.6% |
| Participant deferral / active EE | $1,886 | $4,809-60.8% | $4,155-54.6% | $6,507-71.0% |
| Admin fee / account holder | $2,269 | $8,563-73.5% | $7,231-68.6% | $12,624-82.0% |