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 | $25,771 | $177,572-85.5% | $154,803-83.4% | $142,382-81.9% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 42.43% | 65.07%-22.6pp | 58.88%-16.5pp | 217.08%-174.7pp |
| Employer contribution / active EE | $2,811 | $4,810-41.6% | $4,305-34.7% | $4,299-34.6% |
| Participant deferral / active EE | $4,580 | $6,272-27.0% | $5,540-17.3% | $6,507-29.6% |
| Admin fee / account holder | $4,825 | $16,786-71.3% | $14,329-66.3% | $12,624-61.8% |