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 | $22,396 | $175,202-87.2% | $149,673-85.0% | $139,434-83.9% |
| Participation rate | 79.2% | 83.4%-4.2pp | 78.8%+0.4pp | 80.3%-1.2pp |
| Annual return | 22.17% | 166.71%-144.5pp | 134.42%-112.2pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,259 | $5,474-77.0% | $4,818-73.9% | $4,751-73.5% |
| Participant deferral / active EE | $4,575 | $6,519-29.8% | $5,680-19.5% | $6,710-31.8% |
| Admin fee / account holder | $1,232 | $16,150-92.4% | $13,210-90.7% | $11,403-89.2% |