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 | $23,892 | $110,261-78.3% | $95,745-75.0% | $139,434-82.9% |
| Participation rate | 93.3% | 75.8%+17.6pp | 72.3%+21.1pp | 80.3%+13.0pp |
| Annual return | 18.21% | 27.11%-8.9pp | 28.35%-10.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,058 | $3,257-67.5% | $2,835-62.7% | $4,751-77.7% |
| Participant deferral / active EE | $1,962 | $4,676-58.0% | $4,245-53.8% | $6,710-70.8% |
| Admin fee / account holder | $380 | $6,613-94.2% | $5,678-93.3% | $11,403-96.7% |