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 | $13,205 | $101,618-87.0% | $93,063-85.8% | $137,256-90.4% |
| Participation rate | 76.9% | 74.9%+2.0pp | 72.1%+4.8pp | 80.0%-3.0pp |
| Annual return | 20.79% | 223.95%-203.2pp | 34.15%-13.4pp | 220.34%-199.5pp |
| Employer contribution / active EE | $454 | $2,707-83.2% | $2,476-81.7% | $4,156-89.1% |
| Participant deferral / active EE | $1,482 | $4,279-65.4% | $3,958-62.6% | $6,407-76.9% |
| Admin fee / account holder | $1,113 | $6,198-82.0% | $6,033-81.5% | $12,270-90.9% |