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 | $29,074 | $114,381-74.6% | $107,525-73.0% | $142,382-79.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 16.38% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,472 | $4,015-63.3% | $3,754-60.8% | $4,299-65.8% |
| Participant deferral / active EE | $2,924 | $5,564-47.4% | $5,116-42.8% | $6,507-55.1% |
| Admin fee / account holder | $428 | $9,860-95.7% | $8,919-95.2% | $12,624-96.6% |