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 | $29,137 | $210,648-86.2% | $177,989-83.6% | $145,922-80.0% |
| Participation rate | 72.7% | 80.8%-8.0pp | 77.1%-4.4pp | 80.3%-7.5pp |
| Annual return | 9.92% | 385.86%-375.9pp | 294.48%-284.6pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,605 | $4,565-42.9% | $3,949-34.0% | $4,660-44.1% |
| Participant deferral / active EE | $3,440 | $6,958-50.6% | $6,276-45.2% | $6,688-48.6% |
| Admin fee / account holder | $8,668 | $12,013-27.8% | $10,363-16.4% | $13,397-35.3% |