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 9-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 | $21,453 | $183,519-88.3% | $155,509-86.2% | $145,922-85.3% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 13.66% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,829 | $5,313-65.6% | $4,672-60.8% | $4,660-60.7% |
| Participant deferral / active EE | $3,683 | $6,462-43.0% | $5,626-34.5% | $6,688-44.9% |
| Admin fee / account holder | $1,078 | $19,313-94.4% | $15,912-93.2% | $13,397-92.0% |