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 | $36,521 | $165,984-78.0% | $164,813-77.8% | $145,922-75.0% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.6%-5.3pp | 80.3%-6.9pp |
| Annual return | 11.13% | 100.03%-88.9pp | 69.93%-58.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,844 | $5,273-46.1% | $4,341-34.5% | $4,660-39.0% |
| Participant deferral / active EE | $7,131 | $6,959+2.5% | $6,031+18.2% | $6,688+6.6% |
| Admin fee / account holder | $562 | $16,648-96.6% | $12,690-95.6% | $13,397-95.8% |