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 | $17,999 | $177,572-89.9% | $154,803-88.4% | $142,382-87.4% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 54.16% | 65.07%-10.9pp | 58.88%-4.7pp | 217.08%-162.9pp |
| Employer contribution / active EE | $2,179 | $4,810-54.7% | $4,305-49.4% | $4,299-49.3% |
| Participant deferral / active EE | $3,759 | $6,272-40.1% | $5,540-32.2% | $6,507-42.2% |
| Admin fee / account holder | $1,760 | $16,786-89.5% | $14,329-87.7% | $12,624-86.1% |