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 3-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 | $16,909 | $183,519-90.8% | $155,509-89.1% | $145,922-88.4% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 25.26% | 61.17%-35.9pp | 64.67%-39.4pp | 561.29%-536.0pp |
| Employer contribution / active EE | $1,321 | $5,313-75.1% | $4,672-71.7% | $4,660-71.6% |
| Participant deferral / active EE | $7,412 | $6,462+14.7% | $5,626+31.7% | $6,688+10.8% |
| Admin fee / account holder | $518 | $19,313-97.3% | $15,912-96.7% | $13,397-96.1% |