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 9-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 | $17,301 | $111,754-84.5% | $103,333-83.3% | $145,922-88.1% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.5%+8.1pp | 80.3%+2.3pp |
| Annual return | 14.02% | 24.77%-10.7pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,596 | $4,212-62.1% | $3,868-58.7% | $4,660-65.7% |
| Participant deferral / active EE | $3,227 | $5,619-42.6% | $5,057-36.2% | $6,688-51.7% |
| Admin fee / account holder | $660 | $9,750-93.2% | $8,355-92.1% | $13,397-95.1% |