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 | $33,857 | $175,202-80.7% | $149,673-77.4% | $139,434-75.7% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 22.79% | 166.71%-143.9pp | 134.42%-111.6pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,132 | $5,474-79.3% | $4,818-76.5% | $4,751-76.2% |
| Participant deferral / active EE | $4,849 | $6,519-25.6% | $5,680-14.6% | $6,710-27.7% |
| Admin fee / account holder | $1,451 | $16,150-91.0% | $13,210-89.0% | $11,403-87.3% |