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 4-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 | $39,505 | $179,726-78.0% | $156,263-74.7% | $142,382-72.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 17.57% | 77.86%-60.3pp | 59.47%-41.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,888 | $5,069-62.7% | $4,333-56.4% | $4,299-56.1% |
| Participant deferral / active EE | $3,503 | $6,956-49.6% | $6,158-43.1% | $6,507-46.2% |
| Admin fee / account holder | $590 | $17,272-96.6% | $14,255-95.9% | $12,624-95.3% |