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 | $21,528 | $175,202-87.7% | $149,673-85.6% | $139,434-84.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 18.53% | 166.71%-148.2pp | 134.42%-115.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,700 | $5,474-69.0% | $4,818-64.7% | $4,751-64.2% |
| Participant deferral / active EE | $2,732 | $6,519-58.1% | $5,680-51.9% | $6,710-59.3% |
| Admin fee / account holder | $446 | $16,150-97.2% | $13,210-96.6% | $11,403-96.1% |