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 | $29,272 | $59,101-50.5% | $77,163-62.1% | $75,163-61.1% |
| Participation rate | 95.5% | 63.9%+31.6pp | 69.6%+25.9pp | 67.2%+28.3pp |
| Annual return | 13.39% | 26.71%-13.3pp | 37.87%-24.5pp | 160.62%-147.2pp |
| Employer contribution / active EE | $715 | $1,995-64.2% | $2,535-71.8% | $2,670-73.2% |
| Participant deferral / active EE | $1,432 | $2,999-52.3% | $3,833-62.7% | $4,125-65.3% |
| Admin fee / account holder | $2,475 | $4,774-48.2% | $5,472-54.8% | $5,651-56.2% |