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 4-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 | $16,968 | $172,111-90.1% | $150,298-88.7% | $137,256-87.6% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 20.09% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,155 | $4,636-32.0% | $4,154-24.1% | $4,156-24.1% |
| Participant deferral / active EE | $2,313 | $6,166-62.5% | $5,453-57.6% | $6,407-63.9% |
| Admin fee / account holder | $494 | $16,471-97.0% | $14,116-96.5% | $12,270-96.0% |