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 | $55,412 | $214,378-74.2% | $200,582-72.4% | $142,382-61.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 21.08% | 46.41%-25.3pp | 42.33%-21.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,498 | $6,841-48.9% | $6,419-45.5% | $4,299-18.6% |
| Participant deferral / active EE | $8,446 | $9,865-14.4% | $9,331-9.5% | $6,507+29.8% |
| Admin fee / account holder | $4,085 | $17,692-76.9% | $16,305-74.9% | $12,624-67.6% |