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 | $159,602-88.8% | $150,045-88.1% | $142,382-87.5% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.3%-5.0pp | 80.1%-2.8pp |
| Annual return | 15.41% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,897 | $4,961-61.8% | $4,693-59.6% | $4,299-55.9% |
| Participant deferral / active EE | $3,293 | $8,310-60.4% | $7,997-58.8% | $6,507-49.4% |
| Admin fee / account holder | $1,051 | $14,846-92.9% | $13,435-92.2% | $12,624-91.7% |