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 | $11,877 | $94,338-87.4% | $100,534-88.2% | $142,382-91.7% |
| Participation rate | 87.5% | 81.7%+5.8pp | 80.6%+6.9pp | 80.1%+7.4pp |
| Annual return | 23.42% | 29.20%-5.8pp | 32.66%-9.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $3,585 | $4,237-15.4% | $4,346-17.5% | $4,299-16.6% |
| Participant deferral / active EE | $4,736 | $5,934-20.2% | $6,144-22.9% | $6,507-27.2% |
| Admin fee / account holder | $4,105 | $8,421-51.3% | $7,654-46.4% | $12,624-67.5% |