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 6-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 | $13,953 | $106,515-86.9% | $96,683-85.6% | $139,434-90.0% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 17.62% | 38.43%-20.8pp | 35.69%-18.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,910 | $4,103-53.4% | $3,737-48.9% | $4,751-59.8% |
| Participant deferral / active EE | $3,384 | $5,454-38.0% | $4,878-30.6% | $6,710-49.6% |
| Admin fee / account holder | $2,621 | $7,877-66.7% | $6,730-61.1% | $11,403-77.0% |