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 8-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 | $27,741 | $176,056-84.2% | $159,436-82.6% | $167,490-83.4% |
| Participation rate | 78.6% | 84.9%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 12.56% | 331.75%-319.2pp | 263.57%-251.0pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,684 | $5,297-68.2% | $4,829-65.1% | $4,837-65.2% |
| Participant deferral / active EE | $4,251 | $7,750-45.2% | $7,352-42.2% | $6,341-33.0% |
| Admin fee / account holder | $439 | $12,554-96.5% | $10,799-95.9% | $12,309-96.4% |