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 5-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 | $20,260 | $159,934-87.3% | $147,005-86.2% | $145,959-86.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.71% | 98.24%-84.5pp | 418.76%-405.1pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,774 | $5,287-66.4% | $4,934-64.0% | $4,661-61.9% |
| Participant deferral / active EE | $5,386 | $8,427-36.1% | $8,070-33.3% | $6,689-19.5% |
| Admin fee / account holder | $2,016 | $15,053-86.6% | $13,006-84.5% | $13,398-85.0% |