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 | $20,483 | $94,338-78.3% | $100,534-79.6% | $142,382-85.6% |
| Participation rate | 79.2% | 81.7%-2.6pp | 80.6%-1.4pp | 80.1%-1.0pp |
| Annual return | 19.38% | 29.20%-9.8pp | 32.66%-13.3pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,475 | $4,237-41.6% | $4,346-43.1% | $4,299-42.4% |
| Participant deferral / active EE | $3,881 | $5,934-34.6% | $6,144-36.8% | $6,507-40.4% |
| Admin fee / account holder | $658 | $8,421-92.2% | $7,654-91.4% | $12,624-94.8% |