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 | $29,507 | $74,927-60.6% | $101,794-71.0% | $84,808-65.2% |
| Participation rate | 86.5% | 61.4%+25.1pp | 69.2%+17.3pp | 68.3%+18.2pp |
| Annual return | 15.58% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $720 | $1,522-52.7% | $2,289-68.6% | $2,631-72.6% |
| Participant deferral / active EE | $3,046 | $3,099-1.7% | $4,084-25.4% | $4,212-27.7% |
| Admin fee / account holder | $881 | $6,514-86.5% | $8,777-90.0% | $7,344-88.0% |