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 5-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 | $27,221 | $175,202-84.5% | $149,673-81.8% | $139,434-80.5% |
| Participation rate | 78.9% | 83.4%-4.4pp | 78.8%+0.2pp | 80.3%-1.4pp |
| Annual return | 21.05% | 166.71%-145.7pp | 134.42%-113.4pp | 372.94%-351.9pp |
| Employer contribution / active EE | $4,375 | $5,474-20.1% | $4,818-9.2% | $4,751-7.9% |
| Participant deferral / active EE | $4,006 | $6,519-38.5% | $5,680-29.5% | $6,710-40.3% |
| Admin fee / account holder | $1,403 | $16,150-91.3% | $13,210-89.4% | $11,403-87.7% |