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 | $62,397 | $214,378-70.9% | $200,582-68.9% | $142,382-56.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 12.57% | 46.41%-33.8pp | 42.33%-29.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,387 | $6,841-65.1% | $6,419-62.8% | $4,299-44.5% |
| Participant deferral / active EE | $6,543 | $9,865-33.7% | $9,331-29.9% | $6,507+0.5% |
| Admin fee / account holder | $13,194 | $17,692-25.4% | $16,305-19.1% | $12,624+4.5% |