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 | $23,852 | $111,535-78.6% | $105,223-77.3% | $137,256-82.6% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | 22.12% | 237.85%-215.7pp | 180.65%-158.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,785 | $3,939-54.7% | $3,689-51.6% | $4,156-57.0% |
| Participant deferral / active EE | $4,771 | $5,500-13.3% | $5,072-5.9% | $6,407-25.5% |
| Admin fee / account holder | $914 | $9,721-90.6% | $8,859-89.7% | $12,270-92.6% |