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 | $44,230 | $124,319-64.4% | $111,297-60.3% | $167,490-73.6% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 16.22% | 37.44%-21.2pp | 54.65%-38.4pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,040 | $3,435-69.7% | $2,731-61.9% | $4,837-78.5% |
| Participant deferral / active EE | $4,041 | $5,180-22.0% | $4,487-10.0% | $6,341-36.3% |
| Admin fee / account holder | $357 | $10,618-96.6% | $7,964-95.5% | $12,309-97.1% |