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 | $23,237 | $110,257-78.9% | $96,544-75.9% | $139,434-83.3% |
| Participation rate | 93.8% | 78.1%+15.7pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | 15.36% | 26.32%-11.0pp | 25.84%-10.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,271 | $3,620-37.3% | $2,965-23.4% | $4,751-52.2% |
| Participant deferral / active EE | $2,746 | $5,548-50.5% | $4,851-43.4% | $6,710-59.1% |
| Admin fee / account holder | $1,040 | $11,591-91.0% | $8,252-87.4% | $11,403-90.9% |