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 | $40,824 | $111,754-63.5% | $103,333-60.5% | $145,922-72.0% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.5pp |
| Annual return | 12.75% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,348 | $4,212-44.3% | $3,868-39.3% | $4,660-49.6% |
| Participant deferral / active EE | $3,443 | $5,619-38.7% | $5,057-31.9% | $6,688-48.5% |
| Admin fee / account holder | $4,551 | $9,750-53.3% | $8,355-45.5% | $13,397-66.0% |