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 | $17,529 | $177,572-90.1% | $154,803-88.7% | $142,382-87.7% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 20.28% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,490 | $4,810-48.2% | $4,305-42.2% | $4,299-42.1% |
| Participant deferral / active EE | $3,941 | $6,272-37.2% | $5,540-28.9% | $6,507-39.4% |
| Admin fee / account holder | $723 | $16,786-95.7% | $14,329-95.0% | $12,624-94.3% |