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 4-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 | $17,808 | $154,228-88.5% | $145,433-87.8% | $137,256-87.0% |
| Participation rate | 77.3% | 83.8%-6.5pp | 82.1%-4.8pp | 80.0%-2.7pp |
| Annual return | 15.41% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,897 | $4,804-60.5% | $4,554-58.3% | $4,156-54.4% |
| Participant deferral / active EE | $3,293 | $8,216-59.9% | $7,897-58.3% | $6,407-48.6% |
| Admin fee / account holder | $1,051 | $14,344-92.7% | $13,129-92.0% | $12,270-91.4% |