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 | $10,897 | $106,584-89.8% | $101,326-89.2% | $142,382-92.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 31.71% | 36.93%-5.2pp | 36.82%-5.1pp | 217.08%-185.4pp |
| Employer contribution / active EE | $893 | $3,956-77.4% | $3,665-75.6% | $4,299-79.2% |
| Participant deferral / active EE | $3,786 | $8,297-54.4% | $7,994-52.6% | $6,507-41.8% |
| Admin fee / account holder | $543 | $11,446-95.3% | $11,185-95.1% | $12,624-95.7% |