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 8-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 | $17,932 | $177,572-89.9% | $154,803-88.4% | $142,382-87.4% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 17.81% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,484 | $4,810-69.1% | $4,305-65.5% | $4,299-65.5% |
| Participant deferral / active EE | $2,076 | $6,272-66.9% | $5,540-62.5% | $6,507-68.1% |
| Admin fee / account holder | $2,734 | $16,786-83.7% | $14,329-80.9% | $12,624-78.3% |