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 | $57,742 | $114,381-49.5% | $107,525-46.3% | $142,382-59.4% |
| Participation rate | 73.9% | 78.1%-4.2pp | 75.1%-1.2pp | 80.1%-6.2pp |
| Annual return | 12.71% | 242.71%-230.0pp | 181.32%-168.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,706 | $4,015-57.5% | $3,754-54.6% | $4,299-60.3% |
| Participant deferral / active EE | $3,532 | $5,564-36.5% | $5,116-30.9% | $6,507-45.7% |
| Admin fee / account holder | $720 | $9,860-92.7% | $8,919-91.9% | $12,624-94.3% |