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 | $36,243 | $214,378-83.1% | $200,582-81.9% | $142,382-74.5% |
| Participation rate | 81.8% | 87.4%-5.6pp | 86.9%-5.1pp | 80.1%+1.7pp |
| Annual return | 16.04% | 46.41%-30.4pp | 42.33%-26.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,345 | $6,841-65.7% | $6,419-63.5% | $4,299-45.4% |
| Participant deferral / active EE | $6,046 | $9,865-38.7% | $9,331-35.2% | $6,507-7.1% |
| Admin fee / account holder | $1,935 | $17,692-89.1% | $16,305-88.1% | $12,624-84.7% |