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 | $10,690 | $85,022-87.4% | $70,515-84.8% | $139,434-92.3% |
| Participation rate | 90.5% | 73.9%+16.6pp | 68.3%+22.1pp | 80.3%+10.2pp |
| Annual return | 19.02% | 30.38%-11.4pp | 32.77%-13.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,274 | $3,909-67.4% | $2,973-57.2% | $4,751-73.2% |
| Participant deferral / active EE | $3,111 | $5,890-47.2% | $4,567-31.9% | $6,710-53.6% |
| Admin fee / account holder | $1,580 | $8,906-82.3% | $6,412-75.4% | $11,403-86.1% |