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 | $39,861 | $78,705-49.4% | $117,854-66.2% | $70,131-43.2% |
| Participation rate | 75.7% | 73.2%+2.5pp | 79.7%-4.0pp | 69.5%+6.1pp |
| Annual return | 18.27% | 23.30%-5.0pp | 335.08%-316.8pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,992 | $2,223-10.4% | $3,786-47.4% | $2,342-15.0% |
| Participant deferral / active EE | $4,106 | $3,297+24.5% | $4,482-8.4% | $3,332+23.2% |
| Admin fee / account holder | $892 | $5,065-82.4% | $8,020-88.9% | $4,645-80.8% |