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 | $30,404 | $177,572-82.9% | $154,803-80.4% | $142,382-78.6% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 12.86% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,794 | $4,810-62.7% | $4,305-58.3% | $4,299-58.3% |
| Participant deferral / active EE | $5,573 | $6,272-11.1% | $5,540+0.6% | $6,507-14.3% |
| Admin fee / account holder | $619 | $16,786-96.3% | $14,329-95.7% | $12,624-95.1% |