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 | $40,109 | $87,733-54.3% | $106,548-62.4% | $85,850-53.3% |
| Participation rate | 75.7% | 71.9%+3.7pp | 76.1%-0.5pp | 69.3%+6.4pp |
| Annual return | 13.71% | 21.86%-8.1pp | 26.80%-13.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $719 | $2,073-65.3% | $2,819-74.5% | $2,565-72.0% |
| Participant deferral / active EE | $2,440 | $3,469-29.7% | $4,398-44.5% | $3,952-38.2% |
| Admin fee / account holder | $1,445 | $6,767-78.6% | $7,407-80.5% | $6,260-76.9% |