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 4-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 | $20,553 | $183,519-88.8% | $155,509-86.8% | $145,922-85.9% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.45% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,029 | $5,313-61.8% | $4,672-56.6% | $4,660-56.5% |
| Participant deferral / active EE | $3,528 | $6,462-45.4% | $5,626-37.3% | $6,688-47.2% |
| Admin fee / account holder | $343 | $19,313-98.2% | $15,912-97.8% | $13,397-97.4% |