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 | $24,472 | $183,519-86.7% | $155,509-84.3% | $145,922-83.2% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 16.77% | 61.17%-44.4pp | 64.67%-47.9pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,316 | $5,313-75.2% | $4,672-71.8% | $4,660-71.8% |
| Participant deferral / active EE | $4,963 | $6,462-23.2% | $5,626-11.8% | $6,688-25.8% |
| Admin fee / account holder | $606 | $19,313-96.9% | $15,912-96.2% | $13,397-95.5% |