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 | $40,659 | $79,944-49.1% | $98,439-58.7% | $75,163-45.9% |
| Participation rate | 79.4% | 70.4%+9.0pp | 75.2%+4.3pp | 67.2%+12.2pp |
| Annual return | 15.07% | 19.75%-4.7pp | 21.16%-6.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $712 | $2,264-68.5% | $3,048-76.6% | $2,670-73.3% |
| Participant deferral / active EE | $2,648 | $3,752-29.4% | $4,738-44.1% | $4,125-35.8% |
| Admin fee / account holder | $3,127 | $6,840-54.3% | $8,948-65.1% | $5,651-44.7% |