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 | $19,977 | $175,202-88.6% | $149,673-86.7% | $139,434-85.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 21.58% | 166.71%-145.1pp | 134.42%-112.8pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,244 | $5,474-77.3% | $4,818-74.2% | $4,751-73.8% |
| Participant deferral / active EE | $7,087 | $6,519+8.7% | $5,680+24.8% | $6,710+5.6% |
| Admin fee / account holder | $324 | $16,150-98.0% | $13,210-97.5% | $11,403-97.2% |