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 8-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 | $23,272 | $157,256-85.2% | $141,162-83.5% | $152,861-84.8% |
| Participation rate | 76.5% | 84.8%-8.3pp | 82.5%-6.0pp | 82.4%-6.0pp |
| Annual return | 59.36% | 64.32%-5.0pp | 71.39%-12.0pp | 345.32%-286.0pp |
| Employer contribution / active EE | $3,721 | $5,261-29.3% | $4,735-21.4% | $4,762-21.9% |
| Participant deferral / active EE | $6,698 | $7,109-5.8% | $6,709-0.2% | $5,850+14.5% |
| Admin fee / account holder | $3,029 | $12,120-75.0% | $10,261-70.5% | $11,596-73.9% |