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 3-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 | $19,608 | $111,754-82.5% | $103,333-81.0% | $145,922-86.6% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 13.85% | 24.77%-10.9pp | 24.88%-11.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,814 | $4,212-56.9% | $3,868-53.1% | $4,660-61.1% |
| Participant deferral / active EE | $3,967 | $5,619-29.4% | $5,057-21.6% | $6,688-40.7% |
| Admin fee / account holder | $400 | $9,750-95.9% | $8,355-95.2% | $13,397-97.0% |