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 | $46,417 | $111,814-58.5% | $103,374-55.1% | $145,959-68.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 22.78% | 24.77%-2.0pp | 24.89%-2.1pp | 561.95%-539.2pp |
| Employer contribution / active EE | $1,903 | $4,214-54.8% | $3,869-50.8% | $4,661-59.2% |
| Participant deferral / active EE | $3,838 | $5,618-31.7% | $5,058-24.1% | $6,689-42.6% |
| Admin fee / account holder | $1,467 | $9,754-85.0% | $8,394-82.5% | $13,398-89.1% |