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 9-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 | $22,011 | $106,515-79.3% | $96,683-77.2% | $139,434-84.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 21.05% | 38.43%-17.4pp | 35.69%-14.6pp | 372.94%-351.9pp |
| Employer contribution / active EE | $2,672 | $4,103-34.9% | $3,737-28.5% | $4,751-43.7% |
| Participant deferral / active EE | $3,341 | $5,454-38.7% | $4,878-31.5% | $6,710-50.2% |
| Admin fee / account holder | $1,301 | $7,877-83.5% | $6,730-80.7% | $11,403-88.6% |