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 7-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 | $42,622 | $114,381-62.7% | $107,525-60.4% | $142,382-70.1% |
| Participation rate | 70.8% | 78.1%-7.3pp | 75.1%-4.2pp | 80.1%-9.3pp |
| Annual return | 26.80% | 242.71%-215.9pp | 181.32%-154.5pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,993 | $4,015-50.4% | $3,754-46.9% | $4,299-53.6% |
| Participant deferral / active EE | $3,623 | $5,564-34.9% | $5,116-29.2% | $6,507-44.3% |
| Admin fee / account holder | $3,550 | $9,860-64.0% | $8,919-60.2% | $12,624-71.9% |