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 | $29,715 | $179,726-83.5% | $156,263-81.0% | $142,382-79.1% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.9%+6.1pp | 80.1%+4.9pp |
| Annual return | 18.71% | 77.86%-59.2pp | 59.47%-40.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,162 | $5,069-77.1% | $4,333-73.2% | $4,299-73.0% |
| Participant deferral / active EE | $4,008 | $6,956-42.4% | $6,158-34.9% | $6,507-38.4% |
| Admin fee / account holder | $373 | $17,272-97.8% | $14,255-97.4% | $12,624-97.0% |