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 | $48,948 | $159,901-69.4% | $146,958-66.7% | $145,922-66.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 13.05% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,302 | $5,286-37.5% | $4,933-33.1% | $4,660-29.1% |
| Participant deferral / active EE | $6,457 | $8,428-23.4% | $8,070-20.0% | $6,688-3.5% |
| Admin fee / account holder | $3,865 | $15,044-74.3% | $12,998-70.3% | $13,397-71.1% |