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 | $21,871 | $159,934-86.3% | $147,005-85.1% | $145,959-85.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 18.41% | 98.24%-79.8pp | 418.76%-400.4pp | 561.95%-543.5pp |
| Employer contribution / active EE | $1,155 | $5,287-78.1% | $4,934-76.6% | $4,661-75.2% |
| Participant deferral / active EE | $7,545 | $8,427-10.5% | $8,070-6.5% | $6,689+12.8% |
| Admin fee / account holder | $342 | $15,053-97.7% | $13,006-97.4% | $13,398-97.4% |