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 5-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 | $20,860 | $183,519-88.6% | $155,509-86.6% | $145,922-85.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 19.81% | 61.17%-41.4pp | 64.67%-44.9pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,456 | $5,313-53.8% | $4,672-47.4% | $4,660-47.3% |
| Participant deferral / active EE | $4,601 | $6,462-28.8% | $5,626-18.2% | $6,688-31.2% |
| Admin fee / account holder | $2,470 | $19,313-87.2% | $15,912-84.5% | $13,397-81.6% |