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 9-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 | $21,047 | $115,770-81.8% | $101,248-79.2% | $158,922-86.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 25.19% | 56.14%-31.0pp | 46.47%-21.3pp | 302.83%-277.6pp |
| Employer contribution / active EE | $1,274 | $4,175-69.5% | $3,660-65.2% | $4,761-73.2% |
| Participant deferral / active EE | $5,797 | $4,957+16.9% | $4,370+32.7% | $5,982-3.1% |
| Admin fee / account holder | $336 | $7,245-95.4% | $5,945-94.4% | $11,246-97.0% |