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 | $20,225 | $100,970-80.0% | $96,576-79.1% | $137,256-85.3% |
| Participation rate | 87.5% | 82.6%+4.9pp | 81.4%+6.1pp | 80.0%+7.5pp |
| Annual return | 30.40% | 38.16%-7.8pp | 38.47%-8.1pp | 220.34%-189.9pp |
| Employer contribution / active EE | $4,069 | $3,809+6.8% | $3,553+14.5% | $4,156-2.1% |
| Participant deferral / active EE | $6,704 | $8,286-19.1% | $7,956-15.7% | $6,407+4.6% |
| Admin fee / account holder | $1,298 | $11,312-88.5% | $11,381-88.6% | $12,270-89.4% |