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 | $16,417 | $159,602-89.7% | $150,045-89.1% | $142,382-88.5% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.3%+4.0pp | 80.1%+6.2pp |
| Annual return | 18.41% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,461 | $4,961-70.5% | $4,693-68.9% | $4,299-66.0% |
| Participant deferral / active EE | $3,771 | $8,310-54.6% | $7,997-52.8% | $6,507-42.0% |
| Admin fee / account holder | $1,100 | $14,846-92.6% | $13,435-91.8% | $12,624-91.3% |