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 | $40,866 | $159,602-74.4% | $150,045-72.8% | $142,382-71.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 16.21% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,564 | $4,961-68.5% | $4,693-66.7% | $4,299-63.6% |
| Participant deferral / active EE | $2,870 | $8,310-65.5% | $7,997-64.1% | $6,507-55.9% |
| Admin fee / account holder | $2,004 | $14,846-86.5% | $13,435-85.1% | $12,624-84.1% |