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 | $40,534 | $86,286-53.0% | $111,297-63.6% | $85,850-52.8% |
| Participation rate | 87.3% | 73.3%+13.9pp | 77.3%+10.0pp | 69.3%+18.0pp |
| Annual return | 12.55% | 19.99%-7.4pp | 54.65%-42.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $746 | $2,043-63.5% | $2,731-72.7% | $2,565-70.9% |
| Participant deferral / active EE | $2,128 | $3,641-41.6% | $4,487-52.6% | $3,952-46.2% |
| Admin fee / account holder | $1,860 | $8,188-77.3% | $7,964-76.6% | $6,260-70.3% |