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 | $28,571 | $117,983-75.8% | $101,794-71.9% | $142,382-79.9% |
| Participation rate | 94.7% | 74.2%+20.5pp | 69.2%+25.6pp | 80.1%+14.6pp |
| Annual return | 17.58% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,398 | $2,773-49.6% | $2,289-38.9% | $4,299-67.5% |
| Participant deferral / active EE | $1,999 | $4,714-57.6% | $4,084-51.1% | $6,507-69.3% |
| Admin fee / account holder | $4,236 | $10,433-59.4% | $8,777-51.7% | $12,624-66.4% |