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 | $16,028 | $177,572-91.0% | $154,803-89.6% | $142,382-88.7% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.1%+17.8pp | 80.1%+15.7pp |
| Annual return | 20.45% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,813 | $4,810-62.3% | $4,305-57.9% | $4,299-57.8% |
| Participant deferral / active EE | $2,776 | $6,272-55.7% | $5,540-49.9% | $6,507-57.3% |
| Admin fee / account holder | $350 | $16,786-97.9% | $14,329-97.6% | $12,624-97.2% |