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 | $19,406 | $124,281-84.4% | $109,143-82.2% | $167,490-88.4% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 21.38% | 26.04%-4.7pp | 25.75%-4.4pp | 478.56%-457.2pp |
| Employer contribution / active EE | $1,846 | $4,207-56.1% | $3,722-50.4% | $4,837-61.8% |
| Participant deferral / active EE | $3,201 | $5,255-39.1% | $4,653-31.2% | $6,341-49.5% |
| Admin fee / account holder | $504 | $7,970-93.7% | $6,752-92.5% | $12,309-95.9% |