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 | $26,446 | $183,519-85.6% | $155,509-83.0% | $145,922-81.9% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 15.36% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,955 | $5,313-44.4% | $4,672-36.8% | $4,660-36.6% |
| Participant deferral / active EE | $5,060 | $6,462-21.7% | $5,626-10.1% | $6,688-24.3% |
| Admin fee / account holder | $1,422 | $19,313-92.6% | $15,912-91.1% | $13,397-89.4% |