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 | $27,112 | $124,425-78.2% | $112,040-75.8% | $137,256-80.2% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 23.11% | 24.72%-1.6pp | 24.52%-1.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,307 | $3,411-32.4% | $2,954-21.9% | $4,156-44.5% |
| Participant deferral / active EE | $6,732 | $5,718+17.7% | $5,098+32.1% | $6,407+5.1% |
| Admin fee / account holder | $4,926 | $15,207-67.6% | $12,098-59.3% | $12,270-59.9% |