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 | $50,719 | $172,111-70.5% | $150,298-66.3% | $137,256-63.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 19.35% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,428 | $4,636-47.6% | $4,154-41.6% | $4,156-41.6% |
| Participant deferral / active EE | $7,915 | $6,166+28.4% | $5,453+45.2% | $6,407+23.5% |
| Admin fee / account holder | $4,884 | $16,471-70.4% | $14,116-65.4% | $12,270-60.2% |