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 5-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 | $21,978 | $106,515-79.4% | $96,683-77.3% | $139,434-84.2% |
| Participation rate | 70.8% | 77.8%-7.0pp | 74.3%-3.5pp | 80.3%-9.5pp |
| Annual return | 22.26% | 38.43%-16.2pp | 35.69%-13.4pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,806 | $4,103-56.0% | $3,737-51.7% | $4,751-62.0% |
| Participant deferral / active EE | $2,484 | $5,454-54.5% | $4,878-49.1% | $6,710-63.0% |
| Admin fee / account holder | $3,841 | $7,877-51.2% | $6,730-42.9% | $11,403-66.3% |