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 7-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 | $29,583 | $114,381-74.1% | $107,525-72.5% | $142,382-79.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 13.74% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $985 | $4,015-75.5% | $3,754-73.8% | $4,299-77.1% |
| Participant deferral / active EE | $2,245 | $5,564-59.7% | $5,116-56.1% | $6,507-65.5% |
| Admin fee / account holder | $9,332 | $9,860-5.4% | $8,919+4.6% | $12,624-26.1% |