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 | $24,527 | $114,381-78.6% | $107,525-77.2% | $142,382-82.8% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 29.36% | 242.71%-213.3pp | 181.32%-152.0pp | 217.08%-187.7pp |
| Employer contribution / active EE | $1,773 | $4,015-55.8% | $3,754-52.8% | $4,299-58.8% |
| Participant deferral / active EE | $4,906 | $5,564-11.8% | $5,116-4.1% | $6,507-24.6% |
| Admin fee / account holder | $613 | $9,860-93.8% | $8,919-93.1% | $12,624-95.1% |