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 5-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 | $50,805 | $217,402-76.6% | $185,823-72.7% | $167,490-69.7% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 19.55% | 148.36%-128.8pp | 122.05%-102.5pp | 478.56%-459.0pp |
| Employer contribution / active EE | $2,288 | $5,873-61.1% | $5,167-55.7% | $4,837-52.7% |
| Participant deferral / active EE | $5,150 | $6,356-19.0% | $5,568-7.5% | $6,341-18.8% |
| Admin fee / account holder | $5,268 | $19,811-73.4% | $16,237-67.6% | $12,309-57.2% |