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 | $30,924 | $100,970-69.4% | $96,576-68.0% | $137,256-77.5% |
| Participation rate | 84.6% | 82.6%+2.0pp | 81.4%+3.2pp | 80.0%+4.7pp |
| Annual return | 15.40% | 38.16%-22.8pp | 38.47%-23.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,125 | $3,809-70.5% | $3,553-68.3% | $4,156-72.9% |
| Participant deferral / active EE | $2,473 | $8,286-70.2% | $7,956-68.9% | $6,407-61.4% |
| Admin fee / account holder | $555 | $11,312-95.1% | $11,381-95.1% | $12,270-95.5% |