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 | $44,868 | $93,571-52.0% | $135,903-67.0% | $75,163-40.3% |
| Participation rate | 73.1% | 75.2%-2.1pp | 81.9%-8.8pp | 67.2%+5.9pp |
| Annual return | 42.27% | 30.90%+11.4pp | 68.23%-26.0pp | 160.62%-118.3pp |
| Employer contribution / active EE | $2,077 | $3,537-41.3% | $4,856-57.2% | $2,670-22.2% |
| Participant deferral / active EE | $5,258 | $6,404-17.9% | $7,758-32.2% | $4,125+27.5% |
| Admin fee / account holder | $733 | $6,975-89.5% | $10,762-93.2% | $5,651-87.0% |