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 6-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 | $29,990 | $172,111-82.6% | $150,298-80.0% | $137,256-78.2% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 16.39% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,199 | $4,636-52.6% | $4,154-47.1% | $4,156-47.1% |
| Participant deferral / active EE | $6,888 | $6,166+11.7% | $5,453+26.3% | $6,407+7.5% |
| Admin fee / account holder | $19,490 | $16,471+18.3% | $14,116+38.1% | $12,270+58.8% |