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 | $28,954 | $172,111-83.2% | $150,298-80.7% | $137,256-78.9% |
| Participation rate | 70.8% | 81.7%-10.9pp | 77.8%-6.9pp | 80.0%-9.1pp |
| Annual return | 13.66% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,365 | $4,636-49.0% | $4,154-43.1% | $4,156-43.1% |
| Participant deferral / active EE | $3,409 | $6,166-44.7% | $5,453-37.5% | $6,407-46.8% |
| Admin fee / account holder | $9,317 | $16,471-43.4% | $14,116-34.0% | $12,270-24.1% |