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 | $21,105 | $117,983-82.1% | $101,794-79.3% | $142,382-85.2% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 17.41% | 36.92%-19.5pp | 30.53%-13.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,270 | $2,773-54.2% | $2,289-44.5% | $4,299-70.5% |
| Participant deferral / active EE | $1,620 | $4,714-65.6% | $4,084-60.3% | $6,507-75.1% |
| Admin fee / account holder | $6,808 | $10,433-34.7% | $8,777-22.4% | $12,624-46.1% |