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 5-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 | $17,860 | $148,534-88.0% | $135,903-86.9% | $139,434-87.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 19.26% | 79.19%-59.9pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,176 | $5,243-77.6% | $4,856-75.8% | $4,751-75.3% |
| Participant deferral / active EE | $3,578 | $8,100-55.8% | $7,758-53.9% | $6,710-46.7% |
| Admin fee / account holder | $772 | $12,400-93.8% | $10,762-92.8% | $11,403-93.2% |