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 | $27,021 | $183,519-85.3% | $155,509-82.6% | $145,922-81.5% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 17.85% | 61.17%-43.3pp | 64.67%-46.8pp | 561.29%-543.4pp |
| Employer contribution / active EE | $3,820 | $5,313-28.1% | $4,672-18.2% | $4,660-18.0% |
| Participant deferral / active EE | $4,521 | $6,462-30.0% | $5,626-19.6% | $6,688-32.4% |
| Admin fee / account holder | $908 | $19,313-95.3% | $15,912-94.3% | $13,397-93.2% |