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 | $20,336 | $159,602-87.3% | $150,045-86.4% | $142,382-85.7% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 16.03% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,953 | $4,961-60.6% | $4,693-58.4% | $4,299-54.6% |
| Participant deferral / active EE | $3,995 | $8,310-51.9% | $7,997-50.1% | $6,507-38.6% |
| Admin fee / account holder | $372 | $14,846-97.5% | $13,435-97.2% | $12,624-97.1% |