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 6-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 | $30,508 | $127,065-76.0% | $113,168-73.0% | $142,382-78.6% |
| Participation rate | 95.2% | 79.2%+16.0pp | 76.6%+18.7pp | 80.1%+15.1pp |
| Annual return | 15.37% | 24.03%-8.7pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,832 | $3,442-46.8% | $2,975-38.4% | $4,299-57.4% |
| Participant deferral / active EE | $2,407 | $5,716-57.9% | $5,107-52.9% | $6,507-63.0% |
| Admin fee / account holder | $912 | $15,736-94.2% | $12,068-92.4% | $12,624-92.8% |