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 | $52,948 | $177,572-70.2% | $154,803-65.8% | $142,382-62.8% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 18.05% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,866 | $4,810-61.2% | $4,305-56.7% | $4,299-56.6% |
| Participant deferral / active EE | $4,816 | $6,272-23.2% | $5,540-13.1% | $6,507-26.0% |
| Admin fee / account holder | $3,022 | $16,786-82.0% | $14,329-78.9% | $12,624-76.1% |