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 | $20,218 | $148,534-86.4% | $135,903-85.1% | $139,434-85.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 21.82% | 79.19%-57.4pp | 68.23%-46.4pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,130 | $5,243-78.5% | $4,856-76.7% | $4,751-76.2% |
| Participant deferral / active EE | $5,151 | $8,100-36.4% | $7,758-33.6% | $6,710-23.2% |
| Admin fee / account holder | $329 | $12,400-97.3% | $10,762-96.9% | $11,403-97.1% |