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 | $17,751 | $148,534-88.0% | $135,903-86.9% | $139,434-87.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.34% | 79.19%-66.9pp | 68.23%-55.9pp | 372.94%-360.6pp |
| Employer contribution / active EE | $4,681 | $5,243-10.7% | $4,856-3.6% | $4,751-1.5% |
| Participant deferral / active EE | $5,235 | $8,100-35.4% | $7,758-32.5% | $6,710-22.0% |
| Admin fee / account holder | $925 | $12,400-92.5% | $10,762-91.4% | $11,403-91.9% |