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 | $28,611 | $117,983-75.8% | $101,794-71.9% | $142,382-79.9% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 18.79% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,412 | $2,773-49.1% | $2,289-38.3% | $4,299-67.2% |
| Participant deferral / active EE | $1,500 | $4,714-68.2% | $4,084-63.3% | $6,507-76.9% |
| Admin fee / account holder | $750 | $10,433-92.8% | $8,777-91.5% | $12,624-94.1% |