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 3-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 | $17,634 | $177,572-90.1% | $154,803-88.6% | $142,382-87.6% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 18.70% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,401 | $4,810-70.9% | $4,305-67.5% | $4,299-67.4% |
| Participant deferral / active EE | $1,994 | $6,272-68.2% | $5,540-64.0% | $6,507-69.4% |
| Admin fee / account holder | $4,194 | $16,786-75.0% | $14,329-70.7% | $12,624-66.8% |