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 | $23,320 | $106,515-78.1% | $96,683-75.9% | $139,434-83.3% |
| Participation rate | 73.9% | 77.8%-3.9pp | 74.3%-0.4pp | 80.3%-6.4pp |
| Annual return | 32.53% | 38.43%-5.9pp | 35.69%-3.2pp | 372.94%-340.4pp |
| Employer contribution / active EE | $2,538 | $4,103-38.1% | $3,737-32.1% | $4,751-46.6% |
| Participant deferral / active EE | $3,787 | $5,454-30.6% | $4,878-22.4% | $6,710-43.6% |
| Admin fee / account holder | $1,221 | $7,877-84.5% | $6,730-81.9% | $11,403-89.3% |