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 | $27,897 | $95,266-70.7% | $82,389-66.1% | $142,382-80.4% |
| Participation rate | 93.3% | 74.5%+18.9pp | 69.5%+23.8pp | 80.1%+13.2pp |
| Annual return | 19.08% | 25.74%-6.7pp | 28.67%-9.6pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,623 | $2,991-12.3% | $2,517+4.2% | $4,299-39.0% |
| Participant deferral / active EE | $4,045 | $4,809-15.9% | $4,155-2.6% | $6,507-37.8% |
| Admin fee / account holder | $752 | $8,563-91.2% | $7,231-89.6% | $12,624-94.0% |