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 | $18,348 | $177,572-89.7% | $154,803-88.1% | $142,382-87.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 21.44% | 65.07%-43.6pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,075 | $4,810-77.6% | $4,305-75.0% | $4,299-75.0% |
| Participant deferral / active EE | $3,116 | $6,272-50.3% | $5,540-43.8% | $6,507-52.1% |
| Admin fee / account holder | $2,599 | $16,786-84.5% | $14,329-81.9% | $12,624-79.4% |