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 | $35,799 | $117,983-69.7% | $101,794-64.8% | $142,382-74.9% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 17.61% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,038 | $2,773-26.5% | $2,289-11.0% | $4,299-52.6% |
| Participant deferral / active EE | $3,923 | $4,714-16.8% | $4,084-3.9% | $6,507-39.7% |
| Admin fee / account holder | $2,297 | $10,433-78.0% | $8,777-73.8% | $12,624-81.8% |