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 | $57,825 | $127,065-54.5% | $113,168-48.9% | $142,382-59.4% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 18.63% | 24.03%-5.4pp | 24.27%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,706 | $3,442-50.4% | $2,975-42.6% | $4,299-60.3% |
| Participant deferral / active EE | $2,500 | $5,716-56.3% | $5,107-51.1% | $6,507-61.6% |
| Admin fee / account holder | $462 | $15,736-97.1% | $12,068-96.2% | $12,624-96.3% |