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 | $20,132 | $159,602-87.4% | $150,045-86.6% | $142,382-85.9% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 16.67% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,542 | $4,961-68.9% | $4,693-67.1% | $4,299-64.1% |
| Participant deferral / active EE | $2,721 | $8,310-67.3% | $7,997-66.0% | $6,507-58.2% |
| Admin fee / account holder | $8,619 | $14,846-41.9% | $13,435-35.8% | $12,624-31.7% |