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 | $14,961 | $106,584-86.0% | $101,326-85.2% | $142,382-89.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 81.5%-3.7pp | 80.1%-2.3pp |
| Annual return | 18.67% | 36.93%-18.3pp | 36.82%-18.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,887 | $3,956-1.7% | $3,665+6.1% | $4,299-9.6% |
| Participant deferral / active EE | $3,887 | $8,297-53.1% | $7,994-51.4% | $6,507-40.3% |
| Admin fee / account holder | $3,138 | $11,446-72.6% | $11,185-71.9% | $12,624-75.1% |