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 | $21,782 | $210,648-89.7% | $177,989-87.8% | $145,922-85.1% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.14% | 385.86%-375.7pp | 294.48%-284.3pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,686 | $4,565-41.2% | $3,949-32.0% | $4,660-42.4% |
| Participant deferral / active EE | $3,140 | $6,958-54.9% | $6,276-50.0% | $6,688-53.1% |
| Admin fee / account holder | $6,360 | $12,013-47.1% | $10,363-38.6% | $13,397-52.5% |