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 | $37,309 | $159,934-76.7% | $147,005-74.6% | $145,959-74.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 11.31% | 98.24%-86.9pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,209 | $5,287-58.2% | $4,934-55.2% | $4,661-52.6% |
| Participant deferral / active EE | $5,152 | $8,427-38.9% | $8,070-36.2% | $6,689-23.0% |
| Admin fee / account holder | $9,662 | $15,053-35.8% | $13,006-25.7% | $13,398-27.9% |