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 | $12,340 | $117,983-89.5% | $101,794-87.9% | $142,382-91.3% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 11.97% | 36.92%-24.9pp | 30.53%-18.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $933 | $2,773-66.3% | $2,289-59.2% | $4,299-78.3% |
| Participant deferral / active EE | $1,570 | $4,714-66.7% | $4,084-61.6% | $6,507-75.9% |
| Admin fee / account holder | $4,509 | $10,433-56.8% | $8,777-48.6% | $12,624-64.3% |