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 3-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 | $23,508 | $159,934-85.3% | $147,005-84.0% | $145,959-83.9% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 49.26% | 98.24%-49.0pp | 418.76%-369.5pp | 561.95%-512.7pp |
| Employer contribution / active EE | $1,821 | $5,287-65.6% | $4,934-63.1% | $4,661-60.9% |
| Participant deferral / active EE | $5,126 | $8,427-39.2% | $8,070-36.5% | $6,689-23.4% |
| Admin fee / account holder | $336 | $15,053-97.8% | $13,006-97.4% | $13,398-97.5% |