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 | $29,677 | $114,381-74.1% | $107,525-72.4% | $142,382-79.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 23.91% | 242.71%-218.8pp | 181.32%-157.4pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,381 | $4,015-40.7% | $3,754-36.6% | $4,299-44.6% |
| Participant deferral / active EE | $5,516 | $5,564-0.9% | $5,116+7.8% | $6,507-15.2% |
| Admin fee / account holder | $928 | $9,860-90.6% | $8,919-89.6% | $12,624-92.7% |