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 | $24,974 | $166,020-85.0% | $164,866-84.9% | $145,959-82.9% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 26.57% | 100.08%-73.5pp | 69.97%-43.4pp | 561.95%-535.4pp |
| Employer contribution / active EE | $3,696 | $5,275-29.9% | $4,343-14.9% | $4,661-20.7% |
| Participant deferral / active EE | $4,144 | $6,961-40.5% | $6,033-31.3% | $6,689-38.0% |
| Admin fee / account holder | $4,035 | $16,644-75.8% | $12,689-68.2% | $13,398-69.9% |