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 8-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 | $38,019 | $111,754-66.0% | $103,333-63.2% | $145,922-73.9% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+8.0pp |
| Annual return | 12.47% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,488 | $4,212-40.9% | $3,868-35.7% | $4,660-46.6% |
| Participant deferral / active EE | $4,188 | $5,619-25.5% | $5,057-17.2% | $6,688-37.4% |
| Admin fee / account holder | $1,663 | $9,750-82.9% | $8,355-80.1% | $13,397-87.6% |