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 | $27,447 | $107,015-74.4% | $73,545-62.7% | $147,584-81.4% |
| Participation rate | 75.0% | 66.4%+8.6pp | 54.9%+20.1pp | 82.8%-7.8pp |
| Annual return | 3.11% | 38.25%-35.1pp | -15.16%+18.3pp | 578.55%-575.4pp |
| Employer contribution / active EE | $757 | $1,760-57.0% | $1,219-37.9% | $4,876-84.5% |
| Participant deferral / active EE | $982 | $2,462-60.1% | $1,806-45.6% | $5,439-81.9% |
| Admin fee / account holder | $381 | $3,055-87.5% | $2,320-83.6% | $10,885-96.5% |