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 7-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 | $20,537 | $159,602-87.1% | $150,045-86.3% | $142,382-85.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 17.45% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,818 | $4,961-63.4% | $4,693-61.3% | $4,299-57.7% |
| Participant deferral / active EE | $3,029 | $8,310-63.6% | $7,997-62.1% | $6,507-53.5% |
| Admin fee / account holder | $4,636 | $14,846-68.8% | $13,435-65.5% | $12,624-63.3% |