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 | $25,215 | $183,592-86.3% | $155,567-83.8% | $145,959-82.7% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 13.14% | 61.24%-48.1pp | 64.74%-51.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,957 | $5,315-63.2% | $4,674-58.1% | $4,661-58.0% |
| Participant deferral / active EE | $3,010 | $6,464-53.4% | $5,628-46.5% | $6,689-55.0% |
| Admin fee / account holder | $1,626 | $19,318-91.6% | $15,916-89.8% | $13,398-87.9% |