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 4-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 | $19,570 | $106,515-81.6% | $96,683-79.8% | $139,434-86.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 18.25% | 38.43%-20.2pp | 35.69%-17.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,719 | $4,103-58.1% | $3,737-54.0% | $4,751-63.8% |
| Participant deferral / active EE | $2,547 | $5,454-53.3% | $4,878-47.8% | $6,710-62.0% |
| Admin fee / account holder | $1,095 | $7,877-86.1% | $6,730-83.7% | $11,403-90.4% |