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 | $16,729 | $180,749-90.7% | $160,784-89.6% | $137,256-87.8% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 14.49% | 2234.46%-2220.0pp | 1803.92%-1789.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,102 | $4,155-73.5% | $3,733-70.5% | $4,156-73.5% |
| Participant deferral / active EE | $5,384 | $6,844-21.3% | $6,293-14.5% | $6,407-16.0% |
| Admin fee / account holder | $3,237 | $10,397-68.9% | $9,717-66.7% | $12,270-73.6% |