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 10-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 | $43,367 | $103,376-58.0% | $87,100-50.2% | $152,861-71.6% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.9%+15.4pp | 82.4%+9.9pp |
| Annual return | 19.26% | 28.10%-8.8pp | 28.19%-8.9pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,533 | $3,220-52.4% | $2,521-39.2% | $4,762-67.8% |
| Participant deferral / active EE | $3,455 | $4,778-27.7% | $4,049-14.7% | $5,850-40.9% |
| Admin fee / account holder | $6,522 | $12,205-46.6% | $7,497-13.0% | $11,596-43.8% |