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 | $32,810 | $159,934-79.5% | $147,005-77.7% | $145,959-77.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 12.32% | 98.24%-85.9pp | 418.76%-406.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $2,493 | $5,287-52.8% | $4,934-49.5% | $4,661-46.5% |
| Participant deferral / active EE | $6,053 | $8,427-28.2% | $8,070-25.0% | $6,689-9.5% |
| Admin fee / account holder | $8,686 | $15,053-42.3% | $13,006-33.2% | $13,398-35.2% |