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 | $172,111-89.6% | $150,298-88.1% | $137,256-86.9% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 17.81% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,484 | $4,636-68.0% | $4,154-64.3% | $4,156-64.3% |
| Participant deferral / active EE | $2,076 | $6,166-66.3% | $5,453-61.9% | $6,407-67.6% |
| Admin fee / account holder | $2,734 | $16,471-83.4% | $14,116-80.6% | $12,270-77.7% |