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 3-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 | $24,318 | $111,814-78.3% | $103,374-76.5% | $145,959-83.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 23.42% | 24.77%-1.4pp | 24.89%-1.5pp | 561.95%-538.5pp |
| Employer contribution / active EE | $1,539 | $4,214-63.5% | $3,869-60.2% | $4,661-67.0% |
| Participant deferral / active EE | $6,306 | $5,618+12.2% | $5,058+24.7% | $6,689-5.7% |
| Admin fee / account holder | $8,929 | $9,754-8.5% | $8,394+6.4% | $13,398-33.4% |