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 4-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 | $18,943 | $183,519-89.7% | $155,509-87.8% | $145,922-87.0% |
| Participation rate | 72.2% | 82.7%-10.4pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 21.89% | 61.17%-39.3pp | 64.67%-42.8pp | 561.29%-539.4pp |
| Employer contribution / active EE | $1,578 | $5,313-70.3% | $4,672-66.2% | $4,660-66.1% |
| Participant deferral / active EE | $4,084 | $6,462-36.8% | $5,626-27.4% | $6,688-38.9% |
| Admin fee / account holder | $2,043 | $19,313-89.4% | $15,912-87.2% | $13,397-84.7% |