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 | $60,530 | $104,664-42.2% | $85,682-29.4% | $167,490-63.9% |
| Participation rate | 88.9% | 76.4%+12.5pp | 69.9%+19.0pp | 82.1%+6.8pp |
| Annual return | 17.80% | 21.45%-3.6pp | 21.49%-3.7pp | 478.56%-460.8pp |
| Employer contribution / active EE | $760 | $3,337-77.2% | $2,618-71.0% | $4,837-84.3% |
| Participant deferral / active EE | $3,556 | $4,824-26.3% | $3,923-9.4% | $6,341-43.9% |
| Admin fee / account holder | $454 | $10,032-95.5% | $6,873-93.4% | $12,309-96.3% |