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 | $63,284 | $177,572-64.4% | $154,803-59.1% | $142,382-55.6% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.1%-4.4pp | 80.1%-6.4pp |
| Annual return | 14.84% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,613 | $4,810-45.7% | $4,305-39.3% | $4,299-39.2% |
| Participant deferral / active EE | $4,927 | $6,272-21.4% | $5,540-11.1% | $6,507-24.3% |
| Admin fee / account holder | $1,528 | $16,786-90.9% | $14,329-89.3% | $12,624-87.9% |