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 4-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 | $27,583 | $177,572-84.5% | $154,803-82.2% | $142,382-80.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 20.50% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,910 | $4,810-60.3% | $4,305-55.6% | $4,299-55.6% |
| Participant deferral / active EE | $2,388 | $6,272-61.9% | $5,540-56.9% | $6,507-63.3% |
| Admin fee / account holder | $1,412 | $16,786-91.6% | $14,329-90.1% | $12,624-88.8% |