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 | $20,336 | $154,228-86.8% | $145,433-86.0% | $137,256-85.2% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 16.03% | 74.59%-58.6pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,953 | $4,804-59.4% | $4,554-57.1% | $4,156-53.0% |
| Participant deferral / active EE | $3,995 | $8,216-51.4% | $7,897-49.4% | $6,407-37.7% |
| Admin fee / account holder | $372 | $14,344-97.4% | $13,129-97.2% | $12,270-97.0% |