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 | $20,322 | $148,534-86.3% | $135,903-85.0% | $139,434-85.4% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 41.88% | 79.19%-37.3pp | 68.23%-26.3pp | 372.94%-331.1pp |
| Employer contribution / active EE | $1,492 | $5,243-71.5% | $4,856-69.3% | $4,751-68.6% |
| Participant deferral / active EE | $3,404 | $8,100-58.0% | $7,758-56.1% | $6,710-49.3% |
| Admin fee / account holder | $788 | $12,400-93.6% | $10,762-92.7% | $11,403-93.1% |