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 3-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 | $36,825 | $183,519-79.9% | $155,509-76.3% | $145,922-74.8% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 9.52% | 61.17%-51.6pp | 64.67%-55.1pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,392 | $5,313-73.8% | $4,672-70.2% | $4,660-70.1% |
| Participant deferral / active EE | $4,968 | $6,462-23.1% | $5,626-11.7% | $6,688-25.7% |
| Admin fee / account holder | $6,486 | $19,313-66.4% | $15,912-59.2% | $13,397-51.6% |