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 | $19,084 | $148,534-87.2% | $135,903-86.0% | $139,434-86.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 23.09% | 79.19%-56.1pp | 68.23%-45.1pp | 372.94%-349.9pp |
| Employer contribution / active EE | $2,171 | $5,243-58.6% | $4,856-55.3% | $4,751-54.3% |
| Participant deferral / active EE | $5,574 | $8,100-31.2% | $7,758-28.2% | $6,710-16.9% |
| Admin fee / account holder | $2,357 | $12,400-81.0% | $10,762-78.1% | $11,403-79.3% |