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 | $22,168 | $111,754-80.2% | $103,333-78.5% | $145,922-84.8% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 20.88% | 24.77%-3.9pp | 24.88%-4.0pp | 561.29%-540.4pp |
| Employer contribution / active EE | $1,557 | $4,212-63.0% | $3,868-59.8% | $4,660-66.6% |
| Participant deferral / active EE | $2,775 | $5,619-50.6% | $5,057-45.1% | $6,688-58.5% |
| Admin fee / account holder | $964 | $9,750-90.1% | $8,355-88.5% | $13,397-92.8% |