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 | $19,919 | $183,519-89.1% | $155,509-87.2% | $145,922-86.3% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 9.92% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,176 | $5,313-77.9% | $4,672-74.8% | $4,660-74.8% |
| Participant deferral / active EE | $3,186 | $6,462-50.7% | $5,626-43.4% | $6,688-52.4% |
| Admin fee / account holder | $2,270 | $19,313-88.2% | $15,912-85.7% | $13,397-83.1% |