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 | $20,493 | $176,056-88.4% | $159,436-87.1% | $167,490-87.8% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 24.09% | 331.75%-307.7pp | 263.57%-239.5pp | 478.56%-454.5pp |
| Employer contribution / active EE | $2,146 | $5,297-59.5% | $4,829-55.6% | $4,837-55.6% |
| Participant deferral / active EE | $5,509 | $7,750-28.9% | $7,352-25.1% | $6,341-13.1% |
| Admin fee / account holder | $6,710 | $12,554-46.6% | $10,799-37.9% | $12,309-45.5% |