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 | $42,115 | $177,572-76.3% | $154,803-72.8% | $142,382-70.4% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 18.70% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,839 | $4,810-61.8% | $4,305-57.3% | $4,299-57.2% |
| Participant deferral / active EE | $4,159 | $6,272-33.7% | $5,540-24.9% | $6,507-36.1% |
| Admin fee / account holder | $2,462 | $16,786-85.3% | $14,329-82.8% | $12,624-80.5% |