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 | $28,775 | $107,452-73.2% | $91,541-68.6% | $142,382-79.8% |
| Participation rate | 95.5% | 75.1%+20.4pp | 69.8%+25.7pp | 80.1%+15.3pp |
| Annual return | 15.20% | 22.06%-6.9pp | 20.50%-5.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $291 | $2,994-90.3% | $2,505-88.4% | $4,299-93.2% |
| Participant deferral / active EE | $1,650 | $4,754-65.3% | $4,008-58.8% | $6,507-74.6% |
| Admin fee / account holder | $1,099 | $8,834-87.6% | $6,956-84.2% | $12,624-91.3% |