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 | $44,663 | $178,174-74.9% | $156,181-71.4% | $137,256-67.5% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.8%-8.8pp | 80.0%-10.0pp |
| Annual return | 16.19% | 84.19%-68.0pp | 64.87%-48.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,122 | $6,888+105.0% | $6,132+130.3% | $6,407+120.4% |
| Admin fee / account holder | $18,052 | $17,404+3.7% | $14,586+23.8% | $12,270+47.1% |