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 4-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 | $41,426 | $159,602-74.0% | $150,045-72.4% | $142,382-70.9% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 20.46% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,354 | $4,961-52.6% | $4,693-49.9% | $4,299-45.3% |
| Participant deferral / active EE | $5,937 | $8,310-28.6% | $7,997-25.8% | $6,507-8.8% |
| Admin fee / account holder | $436 | $14,846-97.1% | $13,435-96.8% | $12,624-96.5% |