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 | $29,095 | $105,126-72.3% | $94,646-69.3% | $139,434-79.1% |
| Participation rate | 93.8% | 82.4%+11.4pp | 80.8%+12.9pp | 80.3%+13.4pp |
| Annual return | 18.38% | 38.03%-19.7pp | 156.71%-138.3pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,516 | $4,106-63.1% | $3,672-58.7% | $4,751-68.1% |
| Participant deferral / active EE | $5,521 | $7,599-27.4% | $7,418-25.6% | $6,710-17.7% |
| Admin fee / account holder | $2,163 | $8,984-75.9% | $7,231-70.1% | $11,403-81.0% |