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 | $56,660 | $215,361-73.7% | $171,082-66.9% | $273,961-79.3% |
| Participation rate | 70.6% | 82.0%-11.4pp | 76.7%-6.1pp | 83.0%-12.4pp |
| Annual return | 16.83% | 25.14%-8.3pp | 32.56%-15.7pp | 41.45%-24.6pp |
| Employer contribution / active EE | $893 | $4,967-82.0% | $4,002-77.7% | $4,869-81.7% |
| Participant deferral / active EE | $4,874 | $5,543-12.1% | $4,797+1.6% | $5,287-7.8% |
| Admin fee / account holder | $1,639 | $10,846-84.9% | $8,520-80.8% | $10,132-83.8% |