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 | $21,979 | $202,432-89.1% | $169,368-87.0% | $139,434-84.2% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 21.68% | 531.74%-510.1pp | 405.60%-383.9pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,749 | $4,692-62.7% | $4,013-56.4% | $4,751-63.2% |
| Participant deferral / active EE | $2,491 | $6,938-64.1% | $6,221-60.0% | $6,710-62.9% |
| Admin fee / account holder | $1,164 | $10,708-89.1% | $9,003-87.1% | $11,403-89.8% |