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 | $32,549 | $114,381-71.5% | $107,525-69.7% | $142,382-77.1% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 18.69% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,559 | $4,015-61.2% | $3,754-58.5% | $4,299-63.7% |
| Participant deferral / active EE | $4,860 | $5,564-12.7% | $5,116-5.0% | $6,507-25.3% |
| Admin fee / account holder | $1,857 | $9,860-81.2% | $8,919-79.2% | $12,624-85.3% |