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 4-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 | $41,470 | $177,572-76.6% | $154,803-73.2% | $142,382-70.9% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 28.00% | 65.07%-37.1pp | 58.88%-30.9pp | 217.08%-189.1pp |
| Employer contribution / active EE | $3,907 | $4,810-18.8% | $4,305-9.3% | $4,299-9.1% |
| Participant deferral / active EE | $7,547 | $6,272+20.3% | $5,540+36.2% | $6,507+16.0% |
| Admin fee / account holder | $467 | $16,786-97.2% | $14,329-96.7% | $12,624-96.3% |