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 | $22,392 | $175,202-87.2% | $149,673-85.0% | $139,434-83.9% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 12.29% | 166.71%-154.4pp | 134.42%-122.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $3,311 | $5,474-39.5% | $4,818-31.3% | $4,751-30.3% |
| Participant deferral / active EE | $3,864 | $6,519-40.7% | $5,680-32.0% | $6,710-42.4% |
| Admin fee / account holder | $336 | $16,150-97.9% | $13,210-97.5% | $11,403-97.1% |