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 3-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 | $19,472 | $210,648-90.8% | $177,989-89.1% | $145,922-86.7% |
| Participation rate | 78.6% | 80.8%-2.2pp | 77.1%+1.5pp | 80.3%-1.7pp |
| Annual return | 12.94% | 385.86%-372.9pp | 294.48%-281.5pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,061 | $4,565-54.8% | $3,949-47.8% | $4,660-55.8% |
| Participant deferral / active EE | $4,810 | $6,958-30.9% | $6,276-23.4% | $6,688-28.1% |
| Admin fee / account holder | $2,310 | $12,013-80.8% | $10,363-77.7% | $13,397-82.8% |