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 6-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 | $33,877 | $175,202-80.7% | $149,673-77.4% | $139,434-75.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 21.21% | 166.71%-145.5pp | 134.42%-113.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,928 | $5,474-64.8% | $4,818-60.0% | $4,751-59.4% |
| Participant deferral / active EE | $3,381 | $6,519-48.1% | $5,680-40.5% | $6,710-49.6% |
| Admin fee / account holder | $401 | $16,150-97.5% | $13,210-97.0% | $11,403-96.5% |