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 | $32,860 | $127,065-74.1% | $113,168-71.0% | $142,382-76.9% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 16.08% | 24.03%-8.0pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,038 | $3,442-40.8% | $2,975-31.5% | $4,299-52.6% |
| Participant deferral / active EE | $3,573 | $5,716-37.5% | $5,107-30.0% | $6,507-45.1% |
| Admin fee / account holder | $4,325 | $15,736-72.5% | $12,068-64.2% | $12,624-65.7% |