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 | $26,683 | $159,602-83.3% | $150,045-82.2% | $142,382-81.3% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 20.38% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,765 | $4,961-64.4% | $4,693-62.4% | $4,299-58.9% |
| Participant deferral / active EE | $4,563 | $8,310-45.1% | $7,997-42.9% | $6,507-29.9% |
| Admin fee / account holder | $1,476 | $14,846-90.1% | $13,435-89.0% | $12,624-88.3% |