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 5-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 | $17,520 | $74,888-76.6% | $71,209-75.4% | $142,382-87.7% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 18.69% | 345.14%-326.5pp | 282.51%-263.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,616 | $2,854-43.4% | $2,721-40.6% | $4,299-62.4% |
| Participant deferral / active EE | $2,783 | $4,454-37.5% | $4,175-33.4% | $6,507-57.2% |
| Admin fee / account holder | $360 | $5,568-93.5% | $5,349-93.3% | $12,624-97.2% |