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 | $23,034 | $114,381-79.9% | $107,525-78.6% | $142,382-83.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 41.41% | 242.71%-201.3pp | 181.32%-139.9pp | 217.08%-175.7pp |
| Employer contribution / active EE | $2,535 | $4,015-36.9% | $3,754-32.5% | $4,299-41.0% |
| Participant deferral / active EE | $5,615 | $5,564+0.9% | $5,116+9.8% | $6,507-13.7% |
| Admin fee / account holder | $19,420 | $9,860+97.0% | $8,919+117.7% | $12,624+53.8% |