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 | $14,806 | $177,572-91.7% | $154,803-90.4% | $142,382-89.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 23.74% | 65.07%-41.3pp | 58.88%-35.1pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,978 | $4,810-58.9% | $4,305-54.0% | $4,299-54.0% |
| Participant deferral / active EE | $4,565 | $6,272-27.2% | $5,540-17.6% | $6,507-29.8% |
| Admin fee / account holder | $576 | $16,786-96.6% | $14,329-96.0% | $12,624-95.4% |