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 | $29,343 | $176,056-83.3% | $159,436-81.6% | $167,490-82.5% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 25.41% | 331.75%-306.3pp | 263.57%-238.2pp | 478.56%-453.1pp |
| Employer contribution / active EE | $1,261 | $5,297-76.2% | $4,829-73.9% | $4,837-73.9% |
| Participant deferral / active EE | $20,134 | $7,750+159.8% | $7,352+173.9% | $6,341+217.5% |
| Admin fee / account holder | $2,753 | $12,554-78.1% | $10,799-74.5% | $12,309-77.6% |