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 | $27,270 | $114,381-76.2% | $107,525-74.6% | $142,382-80.8% |
| Participation rate | 73.9% | 78.1%-4.2pp | 75.1%-1.2pp | 80.1%-6.2pp |
| Annual return | 135.33% | 242.71%-107.4pp | 181.32%-46.0pp | 217.08%-81.7pp |
| Employer contribution / active EE | $1,977 | $4,015-50.8% | $3,754-47.3% | $4,299-54.0% |
| Participant deferral / active EE | $4,939 | $5,564-11.2% | $5,116-3.4% | $6,507-24.1% |
| Admin fee / account holder | $4,097 | $9,860-58.5% | $8,919-54.1% | $12,624-67.5% |