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 | $16,603 | $148,534-88.8% | $135,903-87.8% | $139,434-88.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 27.27% | 79.19%-51.9pp | 68.23%-41.0pp | 372.94%-345.7pp |
| Employer contribution / active EE | $1,537 | $5,243-70.7% | $4,856-68.4% | $4,751-67.7% |
| Participant deferral / active EE | $2,497 | $8,100-69.2% | $7,758-67.8% | $6,710-62.8% |
| Admin fee / account holder | $893 | $12,400-92.8% | $10,762-91.7% | $11,403-92.2% |