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 | $22,037 | $95,266-76.9% | $82,389-73.3% | $142,382-84.5% |
| Participation rate | 81.0% | 74.5%+6.5pp | 69.5%+11.4pp | 80.1%+0.8pp |
| Annual return | 17.67% | 25.74%-8.1pp | 28.67%-11.0pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,701 | $2,991-43.1% | $2,517-32.4% | $4,299-60.4% |
| Participant deferral / active EE | $3,166 | $4,809-34.2% | $4,155-23.8% | $6,507-51.3% |
| Admin fee / account holder | $1,501 | $8,563-82.5% | $7,231-79.2% | $12,624-88.1% |