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 3-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 | $35,007 | $210,698-83.4% | $178,014-80.3% | $145,959-76.0% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 22.53% | 386.27%-363.7pp | 294.80%-272.3pp | 561.95%-539.4pp |
| Employer contribution / active EE | $3,221 | $4,567-29.5% | $3,950-18.4% | $4,661-30.9% |
| Participant deferral / active EE | $4,230 | $6,958-39.2% | $6,276-32.6% | $6,689-36.8% |
| Admin fee / account holder | $11,679 | $12,016-2.8% | $10,362+12.7% | $13,398-12.8% |