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 | $20,950 | $210,648-90.1% | $177,989-88.2% | $145,922-85.6% |
| Participation rate | 79.2% | 80.8%-1.6pp | 77.1%+2.1pp | 80.3%-1.1pp |
| Annual return | 19.80% | 385.86%-366.1pp | 294.48%-274.7pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,623 | $4,565-64.4% | $3,949-58.9% | $4,660-65.2% |
| Participant deferral / active EE | $2,597 | $6,958-62.7% | $6,276-58.6% | $6,688-61.2% |
| Admin fee / account holder | $1,641 | $12,013-86.3% | $10,363-84.2% | $13,397-87.7% |