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 9-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 | $27,255 | $157,256-82.7% | $141,162-80.7% | $152,861-82.2% |
| Participation rate | 78.3% | 84.8%-6.6pp | 82.5%-4.2pp | 82.4%-4.2pp |
| Annual return | 30.14% | 64.32%-34.2pp | 71.39%-41.2pp | 345.32%-315.2pp |
| Employer contribution / active EE | $1,920 | $5,261-63.5% | $4,735-59.5% | $4,762-59.7% |
| Participant deferral / active EE | $3,672 | $7,109-48.3% | $6,709-45.3% | $5,850-37.2% |
| Admin fee / account holder | $2,351 | $12,120-80.6% | $10,261-77.1% | $11,596-79.7% |