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 | $20,887 | $124,281-83.2% | $109,143-80.9% | $167,490-87.5% |
| Participation rate | 76.5% | 79.4%-3.0pp | 75.9%+0.6pp | 82.1%-5.6pp |
| Annual return | 15.72% | 26.04%-10.3pp | 25.75%-10.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $944 | $4,207-77.6% | $3,722-74.6% | $4,837-80.5% |
| Participant deferral / active EE | $4,295 | $5,255-18.3% | $4,653-7.7% | $6,341-32.3% |
| Admin fee / account holder | $720 | $7,970-91.0% | $6,752-89.3% | $12,309-94.2% |