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 | $22,004 | $109,982-80.0% | $97,226-77.4% | $145,922-84.9% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.8pp |
| Annual return | 15.26% | 242.90%-227.6pp | 75.13%-59.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,086 | $3,084-32.4% | $2,729-23.6% | $4,660-55.2% |
| Participant deferral / active EE | $2,143 | $4,676-54.2% | $4,264-49.7% | $6,688-68.0% |
| Admin fee / account holder | $1,140 | $6,221-81.7% | $5,654-79.8% | $13,397-91.5% |