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 6-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 | $36,894 | $183,519-79.9% | $155,509-76.3% | $145,922-74.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 11.51% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,246 | $5,313-76.5% | $4,672-73.3% | $4,660-73.3% |
| Participant deferral / active EE | $2,924 | $6,462-54.8% | $5,626-48.0% | $6,688-56.3% |
| Admin fee / account holder | $892 | $19,313-95.4% | $15,912-94.4% | $13,397-93.3% |