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 8-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 | $42,835 | $140,588-69.5% | $123,104-65.2% | $125,391-65.8% |
| Participation rate | 91.3% | 88.2%+3.1pp | 86.8%+4.5pp | 83.2%+8.1pp |
| Annual return | 0.71% | 16.80%-16.1pp | 13.22%-12.5pp | 282.22%-281.5pp |
| Employer contribution / active EE | $3,624 | $6,041-40.0% | $5,151-29.6% | $4,866-25.5% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,230-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,504 | $11,198-59.8% | $9,015-50.0% | $9,540-52.8% |