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 3-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 | $20,619 | $172,111-88.0% | $150,298-86.3% | $137,256-85.0% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 21.39% | 69.37%-48.0pp | 62.79%-41.4pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,334 | $4,636-71.2% | $4,154-67.9% | $4,156-67.9% |
| Participant deferral / active EE | $2,793 | $6,166-54.7% | $5,453-48.8% | $6,407-56.4% |
| Admin fee / account holder | $1,320 | $16,471-92.0% | $14,116-90.6% | $12,270-89.2% |