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 | $26,814 | $126,519-78.8% | $106,201-74.8% | $145,959-81.6% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 13.56% | 225.10%-211.5pp | 116.26%-102.7pp | 561.95%-548.4pp |
| Employer contribution / active EE | $1,963 | $3,726-47.3% | $3,170-38.1% | $4,661-57.9% |
| Participant deferral / active EE | $2,875 | $5,716-49.7% | $5,012-42.6% | $6,689-57.0% |
| Admin fee / account holder | $309 | $17,312-98.2% | $11,039-97.2% | $13,398-97.7% |