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 | $19,638 | $148,534-86.8% | $135,903-85.6% | $139,434-85.9% |
| Participation rate | 76.2% | 83.9%-7.7pp | 81.9%-5.7pp | 80.3%-4.1pp |
| Annual return | 17.59% | 79.19%-61.6pp | 68.23%-50.6pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,650 | $5,243-68.5% | $4,856-66.0% | $4,751-65.3% |
| Participant deferral / active EE | $3,326 | $8,100-58.9% | $7,758-57.1% | $6,710-50.4% |
| Admin fee / account holder | $327 | $12,400-97.4% | $10,762-97.0% | $11,403-97.1% |