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 6-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 | $30,689 | $117,983-74.0% | $101,794-69.9% | $142,382-78.4% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.2%+24.1pp | 80.1%+13.2pp |
| Annual return | 21.18% | 36.92%-15.7pp | 30.53%-9.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,040 | $2,773-26.4% | $2,289-10.9% | $4,299-52.6% |
| Participant deferral / active EE | $4,295 | $4,714-8.9% | $4,084+5.2% | $6,507-34.0% |
| Admin fee / account holder | $645 | $10,433-93.8% | $8,777-92.6% | $12,624-94.9% |