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 | $23,828 | $172,111-86.2% | $150,298-84.1% | $137,256-82.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 22.82% | 69.37%-46.6pp | 62.79%-40.0pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,720 | $4,636-62.9% | $4,154-58.6% | $4,156-58.6% |
| Participant deferral / active EE | $5,069 | $6,166-17.8% | $5,453-7.0% | $6,407-20.9% |
| Admin fee / account holder | $377 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |