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 | $13,773 | $106,515-87.1% | $96,683-85.8% | $139,434-90.1% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 20.85% | 38.43%-17.6pp | 35.69%-14.8pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,448 | $4,103-64.7% | $3,737-61.2% | $4,751-69.5% |
| Participant deferral / active EE | $2,939 | $5,454-46.1% | $4,878-39.7% | $6,710-56.2% |
| Admin fee / account holder | $931 | $7,877-88.2% | $6,730-86.2% | $11,403-91.8% |