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 7-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 | $17,582 | $177,572-90.1% | $154,803-88.6% | $142,382-87.7% |
| Participation rate | 76.2% | 82.1%-5.9pp | 78.1%-1.9pp | 80.1%-3.9pp |
| Annual return | 19.36% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,278 | $4,810-73.4% | $4,305-70.3% | $4,299-70.3% |
| Participant deferral / active EE | $2,440 | $6,272-61.1% | $5,540-56.0% | $6,507-62.5% |
| Admin fee / account holder | $10,829 | $16,786-35.5% | $14,329-24.4% | $12,624-14.2% |