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 4-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 | $11,468 | $117,983-90.3% | $101,794-88.7% | $142,382-91.9% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 19.84% | 36.92%-17.1pp | 30.53%-10.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $978 | $2,773-64.7% | $2,289-57.3% | $4,299-77.3% |
| Participant deferral / active EE | $1,461 | $4,714-69.0% | $4,084-64.2% | $6,507-77.6% |
| Admin fee / account holder | $1,507 | $10,433-85.6% | $8,777-82.8% | $12,624-88.1% |