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 | $19,455 | $114,381-83.0% | $107,525-81.9% | $142,382-86.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 23.58% | 242.71%-219.1pp | 181.32%-157.7pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,674 | $4,015-58.3% | $3,754-55.4% | $4,299-61.1% |
| Participant deferral / active EE | $1,833 | $5,564-67.1% | $5,116-64.2% | $6,507-71.8% |
| Admin fee / account holder | $332 | $9,860-96.6% | $8,919-96.3% | $12,624-97.4% |