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 6-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 | $20,278 | $183,519-89.0% | $155,509-87.0% | $145,922-86.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 15.58% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,498 | $5,313-71.8% | $4,672-67.9% | $4,660-67.9% |
| Participant deferral / active EE | $5,893 | $6,462-8.8% | $5,626+4.7% | $6,688-11.9% |
| Admin fee / account holder | $6,328 | $19,313-67.2% | $15,912-60.2% | $13,397-52.8% |