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 | $26,605 | $214,378-87.6% | $200,582-86.7% | $142,382-81.3% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.9%-16.9pp | 80.1%-10.1pp |
| Annual return | 21.66% | 46.41%-24.7pp | 42.33%-20.7pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,206 | $6,841-67.8% | $6,419-65.6% | $4,299-48.7% |
| Participant deferral / active EE | $3,055 | $9,865-69.0% | $9,331-67.3% | $6,507-53.1% |
| Admin fee / account holder | $1,132 | $17,692-93.6% | $16,305-93.1% | $12,624-91.0% |