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 | $27,761 | $159,901-82.6% | $146,958-81.1% | $145,922-81.0% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 12.81% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,026 | $5,286-61.7% | $4,933-58.9% | $4,660-56.5% |
| Participant deferral / active EE | $4,084 | $8,428-51.5% | $8,070-49.4% | $6,688-38.9% |
| Admin fee / account holder | $6,479 | $15,044-56.9% | $12,998-50.2% | $13,397-51.6% |