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 | $39,716 | $159,602-75.1% | $150,045-73.5% | $142,382-72.1% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.3%-8.6pp | 80.1%-6.4pp |
| Annual return | 23.33% | 70.24%-46.9pp | 62.55%-39.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,732 | $4,961-65.1% | $4,693-63.1% | $4,299-59.7% |
| Participant deferral / active EE | $3,023 | $8,310-63.6% | $7,997-62.2% | $6,507-53.5% |
| Admin fee / account holder | $309 | $14,846-97.9% | $13,435-97.7% | $12,624-97.5% |