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 | $27,175 | $117,983-77.0% | $101,794-73.3% | $142,382-80.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 21.04% | 36.92%-15.9pp | 30.53%-9.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,265 | $2,773-54.4% | $2,289-44.7% | $4,299-70.6% |
| Participant deferral / active EE | $3,834 | $4,714-18.7% | $4,084-6.1% | $6,507-41.1% |
| Admin fee / account holder | $326 | $10,433-96.9% | $8,777-96.3% | $12,624-97.4% |