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 | $23,169 | $177,572-87.0% | $154,803-85.0% | $142,382-83.7% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.1%+0.9pp | 80.1%-1.2pp |
| Annual return | 19.92% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,010 | $4,810-79.0% | $4,305-76.5% | $4,299-76.5% |
| Participant deferral / active EE | $2,810 | $6,272-55.2% | $5,540-49.3% | $6,507-56.8% |
| Admin fee / account holder | $1,758 | $16,786-89.5% | $14,329-87.7% | $12,624-86.1% |