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 | $19,010 | $159,602-88.1% | $150,045-87.3% | $142,382-86.6% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 18.69% | 70.24%-51.5pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,609 | $4,961-67.6% | $4,693-65.7% | $4,299-62.6% |
| Participant deferral / active EE | $3,188 | $8,310-61.6% | $7,997-60.1% | $6,507-51.0% |
| Admin fee / account holder | $2,703 | $14,846-81.8% | $13,435-79.9% | $12,624-78.6% |