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 | $25,666 | $72,071-64.4% | $68,368-62.5% | $137,256-81.3% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 17.62% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,347 | $2,788-51.7% | $2,649-49.2% | $4,156-67.6% |
| Participant deferral / active EE | $2,166 | $4,410-50.9% | $4,123-47.5% | $6,407-66.2% |
| Admin fee / account holder | $480 | $5,336-91.0% | $5,150-90.7% | $12,270-96.1% |