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 | $17,869 | $111,754-84.0% | $103,333-82.7% | $145,922-87.8% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 22.00% | 24.77%-2.8pp | 24.88%-2.9pp | 561.29%-539.3pp |
| Employer contribution / active EE | $1,499 | $4,212-64.4% | $3,868-61.2% | $4,660-67.8% |
| Participant deferral / active EE | $2,572 | $5,619-54.2% | $5,057-49.1% | $6,688-61.5% |
| Admin fee / account holder | $1,766 | $9,750-81.9% | $8,355-78.9% | $13,397-86.8% |