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 | $27,355 | $201,272-86.4% | $184,203-85.1% | $145,922-81.3% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 23.05% | 29.00%-5.9pp | 28.81%-5.8pp | 561.29%-538.2pp |
| Employer contribution / active EE | $2,206 | $7,022-68.6% | $6,427-65.7% | $4,660-52.7% |
| Participant deferral / active EE | $4,557 | $9,806-53.5% | $9,131-50.1% | $6,688-31.9% |
| Admin fee / account holder | $980 | $16,364-94.0% | $13,901-92.9% | $13,397-92.7% |