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 5-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 | $17,423 | $183,519-90.5% | $155,509-88.8% | $145,922-88.1% |
| Participation rate | 94.7% | 82.7%+12.1pp | 78.2%+16.6pp | 80.3%+14.5pp |
| Annual return | 16.97% | 61.17%-44.2pp | 64.67%-47.7pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,922 | $5,313-45.0% | $4,672-37.5% | $4,660-37.3% |
| Participant deferral / active EE | $4,634 | $6,462-28.3% | $5,626-17.6% | $6,688-30.7% |
| Admin fee / account holder | $609 | $19,313-96.8% | $15,912-96.2% | $13,397-95.5% |