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 | $111,754-63.2% | $103,333-60.2% | $145,922-71.8% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 13.26% | 24.77%-11.5pp | 24.88%-11.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,890 | $4,212-55.1% | $3,868-51.1% | $4,660-59.4% |
| Participant deferral / active EE | $4,174 | $5,619-25.7% | $5,057-17.5% | $6,688-37.6% |
| Admin fee / account holder | $636 | $9,750-93.5% | $8,355-92.4% | $13,397-95.3% |