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 6-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 | $31,415 | $176,056-82.2% | $159,436-80.3% | $167,490-81.2% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 31.48% | 331.75%-300.3pp | 263.57%-232.1pp | 478.56%-447.1pp |
| Employer contribution / active EE | $2,094 | $5,297-60.5% | $4,829-56.6% | $4,837-56.7% |
| Participant deferral / active EE | $8,414 | $7,750+8.6% | $7,352+14.4% | $6,341+32.7% |
| Admin fee / account holder | $3,729 | $12,554-70.3% | $10,799-65.5% | $12,309-69.7% |