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 | $41,080 | $111,814-63.3% | $103,374-60.3% | $145,959-71.9% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 13.26% | 24.77%-11.5pp | 24.89%-11.6pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,890 | $4,214-55.1% | $3,869-51.2% | $4,661-59.4% |
| Participant deferral / active EE | $4,174 | $5,618-25.7% | $5,058-17.5% | $6,689-37.6% |
| Admin fee / account holder | $636 | $9,754-93.5% | $8,394-92.4% | $13,398-95.3% |