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 | $10,692 | $77,899-86.3% | $149,673-92.9% | $75,163-85.8% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.4pp |
| Annual return | 32.70% | 31.72%+1.0pp | 134.42%-101.7pp | 160.62%-127.9pp |
| Employer contribution / active EE | $863 | $3,137-72.5% | $4,818-82.1% | $2,670-67.7% |
| Participant deferral / active EE | $1,990 | $3,411-41.7% | $5,680-65.0% | $4,125-51.8% |
| Admin fee / account holder | $506 | $5,956-91.5% | $13,210-96.2% | $5,651-91.0% |