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 | $24,946 | $154,117-83.8% | $129,995-80.8% | $139,434-82.1% |
| Participation rate | 78.3% | 82.0%-3.7pp | 78.5%-0.2pp | 80.3%-2.1pp |
| Annual return | 57.28% | 32.48%+24.8pp | -137.18%+194.5pp | 372.94%-315.7pp |
| Employer contribution / active EE | $2,180 | $5,289-58.8% | $4,320-49.5% | $4,751-54.1% |
| Participant deferral / active EE | $3,617 | $6,710-46.1% | $5,820-37.8% | $6,710-46.1% |
| Admin fee / account holder | $527 | $14,007-96.2% | $10,614-95.0% | $11,403-95.4% |