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 | $172,111-89.5% | $150,298-88.0% | $137,256-86.9% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 54.16% | 69.37%-15.2pp | 62.79%-8.6pp | 220.34%-166.2pp |
| Employer contribution / active EE | $2,179 | $4,636-53.0% | $4,154-47.5% | $4,156-47.6% |
| Participant deferral / active EE | $3,759 | $6,166-39.0% | $5,453-31.1% | $6,407-41.3% |
| Admin fee / account holder | $1,760 | $16,471-89.3% | $14,116-87.5% | $12,270-85.7% |