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 4-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 | $21,441 | $124,425-82.8% | $112,040-80.9% | $137,256-84.4% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.5%+0.4pp | 80.0%-3.0pp |
| Annual return | 15.41% | 24.72%-9.3pp | 24.52%-9.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $860 | $3,411-74.8% | $2,954-70.9% | $4,156-79.3% |
| Participant deferral / active EE | $3,441 | $5,718-39.8% | $5,098-32.5% | $6,407-46.3% |
| Admin fee / account holder | $1,295 | $15,207-91.5% | $12,098-89.3% | $12,270-89.4% |