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 7-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 | $30,866 | $153,311-79.9% | $109,313-71.8% | $273,961-88.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 2.93% | 29.86%-26.9pp | 22.07%-19.1pp | 41.45%-38.5pp |
| Employer contribution / active EE | $1,528 | $5,619-72.8% | $3,892-60.7% | $4,869-68.6% |
| Participant deferral / active EE | $2,096 | $3,932-46.7% | $3,166-33.8% | $5,287-60.4% |
| Admin fee / account holder | $1,396 | $8,076-82.7% | $5,666-75.4% | $10,132-86.2% |