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 6-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 | $23,160 | $167,307-86.2% | $143,757-83.9% | $134,475-82.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 45.25% | 0.46%+44.8pp | -0.04%+45.3pp | 417.96%-372.7pp |
| Employer contribution / active EE | $1,233 | $5,619-78.1% | $4,951-75.1% | $4,740-74.0% |
| Participant deferral / active EE | $4,265 | $6,446-33.8% | $5,637-24.3% | $6,400-33.4% |
| Admin fee / account holder | $885 | $18,088-95.1% | $14,673-94.0% | $11,426-92.3% |