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 | $21,230 | $148,534-85.7% | $135,903-84.4% | $139,434-84.8% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 39.43% | 79.19%-39.8pp | 68.23%-28.8pp | 372.94%-333.5pp |
| Employer contribution / active EE | $3,326 | $5,243-36.6% | $4,856-31.5% | $4,751-30.0% |
| Participant deferral / active EE | $8,844 | $8,100+9.2% | $7,758+14.0% | $6,710+31.8% |
| Admin fee / account holder | $706 | $12,400-94.3% | $10,762-93.4% | $11,403-93.8% |