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 | $25,639 | $210,648-87.8% | $177,989-85.6% | $145,922-82.4% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 18.44% | 385.86%-367.4pp | 294.48%-276.0pp | 561.29%-542.8pp |
| Employer contribution / active EE | $2,348 | $4,565-48.6% | $3,949-40.5% | $4,660-49.6% |
| Participant deferral / active EE | $3,614 | $6,958-48.1% | $6,276-42.4% | $6,688-46.0% |
| Admin fee / account holder | $3,270 | $12,013-72.8% | $10,363-68.4% | $13,397-75.6% |