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 | $27,922 | $62,672-55.4% | $185,117-84.9% | $70,131-60.2% |
| Participation rate | 94.7% | 63.8%+30.9pp | 77.3%+17.4pp | 69.5%+25.1pp |
| Annual return | 18.57% | 40.79%-22.2pp | 40.50%-21.9pp | 73.14%-54.6pp |
| Employer contribution / active EE | $799 | $1,753-54.5% | $4,182-80.9% | $2,342-65.9% |
| Participant deferral / active EE | $1,760 | $3,272-46.2% | $5,045-65.1% | $3,332-47.2% |
| Admin fee / account holder | $1,132 | $3,932-71.2% | $8,159-86.1% | $4,645-75.6% |