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 | $24,332 | $104,974-76.8% | $95,585-74.5% | $142,382-82.9% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 33.46% | 210.33%-176.9pp | 38.56%-5.1pp | 217.08%-183.6pp |
| Employer contribution / active EE | $469 | $2,779-83.1% | $2,527-81.4% | $4,299-89.1% |
| Participant deferral / active EE | $2,704 | $4,352-37.9% | $4,023-32.8% | $6,507-58.5% |
| Admin fee / account holder | $424 | $6,386-93.4% | $6,127-93.1% | $12,624-96.6% |