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 | $30,284 | $111,754-72.9% | $103,333-70.7% | $145,922-79.2% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 20.85% | 24.77%-3.9pp | 24.88%-4.0pp | 561.29%-540.4pp |
| Employer contribution / active EE | $1,713 | $4,212-59.3% | $3,868-55.7% | $4,660-63.2% |
| Participant deferral / active EE | $2,522 | $5,619-55.1% | $5,057-50.1% | $6,688-62.3% |
| Admin fee / account holder | $2,259 | $9,750-76.8% | $8,355-73.0% | $13,397-83.1% |