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 | $55,990 | $159,602-64.9% | $150,045-62.7% | $142,382-60.7% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 13.41% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,501 | $4,961-69.7% | $4,693-68.0% | $4,299-65.1% |
| Participant deferral / active EE | $3,873 | $8,310-53.4% | $7,997-51.6% | $6,507-40.5% |
| Admin fee / account holder | $5,380 | $14,846-63.8% | $13,435-60.0% | $12,624-57.4% |