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 | $26,303 | $148,534-82.3% | $135,903-80.6% | $139,434-81.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 26.97% | 79.19%-52.2pp | 68.23%-41.3pp | 372.94%-346.0pp |
| Employer contribution / active EE | $1,866 | $5,243-64.4% | $4,856-61.6% | $4,751-60.7% |
| Participant deferral / active EE | $6,765 | $8,100-16.5% | $7,758-12.8% | $6,710+0.8% |
| Admin fee / account holder | $3,389 | $12,400-72.7% | $10,762-68.5% | $11,403-70.3% |