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 | $46,703 | $105,126-55.6% | $94,646-50.7% | $139,434-66.5% |
| Participation rate | 95.0% | 82.4%+12.6pp | 80.8%+14.2pp | 80.3%+14.7pp |
| Annual return | 25.87% | 38.03%-12.2pp | 156.71%-130.8pp | 372.94%-347.1pp |
| Employer contribution / active EE | $1,577 | $4,106-61.6% | $3,672-57.0% | $4,751-66.8% |
| Participant deferral / active EE | $4,436 | $7,599-41.6% | $7,418-40.2% | $6,710-33.9% |
| Admin fee / account holder | $3,360 | $8,984-62.6% | $7,231-53.5% | $11,403-70.5% |