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 3-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 | $16,013 | $111,754-85.7% | $103,333-84.5% | $145,922-89.0% |
| Participation rate | 77.3% | 77.9%-0.7pp | 74.5%+2.8pp | 80.3%-3.0pp |
| Annual return | 23.97% | 24.77%-0.8pp | 24.88%-0.9pp | 561.29%-537.3pp |
| Employer contribution / active EE | $1,651 | $4,212-60.8% | $3,868-57.3% | $4,660-64.6% |
| Participant deferral / active EE | $5,694 | $5,619+1.3% | $5,057+12.6% | $6,688-14.9% |
| Admin fee / account holder | $315 | $9,750-96.8% | $8,355-96.2% | $13,397-97.6% |