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 9-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 | $37,217 | $112,729-67.0% | $98,716-62.3% | $137,256-72.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.49% | 38.48%-28.0pp | 31.81%-21.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $962 | $2,725-64.7% | $2,279-57.8% | $4,156-76.8% |
| Participant deferral / active EE | $1,924 | $4,640-58.5% | $4,048-52.5% | $6,407-70.0% |
| Admin fee / account holder | $344 | $10,129-96.6% | $8,703-96.0% | $12,270-97.2% |