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 | $24,320 | $114,381-78.7% | $107,525-77.4% | $142,382-82.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 115.32% | 242.71%-127.4pp | 181.32%-66.0pp | 217.08%-101.8pp |
| Employer contribution / active EE | $1,239 | $4,015-69.2% | $3,754-67.0% | $4,299-71.2% |
| Participant deferral / active EE | $4,100 | $5,564-26.3% | $5,116-19.9% | $6,507-37.0% |
| Admin fee / account holder | $1,065 | $9,860-89.2% | $8,919-88.1% | $12,624-91.6% |