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 | $34,909 | $117,983-70.4% | $101,794-65.7% | $142,382-75.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 14.55% | 36.92%-22.4pp | 30.53%-16.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,569 | $2,773-43.4% | $2,289-31.5% | $4,299-63.5% |
| Participant deferral / active EE | $5,521 | $4,714+17.1% | $4,084+35.2% | $6,507-15.2% |
| Admin fee / account holder | $792 | $10,433-92.4% | $8,777-91.0% | $12,624-93.7% |