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 | $20,923 | $172,111-87.8% | $150,298-86.1% | $137,256-84.8% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 17.48% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,833 | $4,636-60.5% | $4,154-55.9% | $4,156-55.9% |
| Participant deferral / active EE | $1,939 | $6,166-68.6% | $5,453-64.4% | $6,407-69.7% |
| Admin fee / account holder | $3,323 | $16,471-79.8% | $14,116-76.5% | $12,270-72.9% |