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 | $172,111-85.0% | $150,298-82.9% | $137,256-81.2% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 42.43% | 69.37%-26.9pp | 62.79%-20.4pp | 220.34%-177.9pp |
| Employer contribution / active EE | $2,811 | $4,636-39.4% | $4,154-32.3% | $4,156-32.4% |
| Participant deferral / active EE | $4,580 | $6,166-25.7% | $5,453-16.0% | $6,407-28.5% |
| Admin fee / account holder | $4,825 | $16,471-70.7% | $14,116-65.8% | $12,270-60.7% |