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 | $54,910 | $172,111-68.1% | $150,298-63.5% | $137,256-60.0% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 20.04% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,618 | $4,636-65.1% | $4,154-61.0% | $4,156-61.1% |
| Participant deferral / active EE | $3,769 | $6,166-38.9% | $5,453-30.9% | $6,407-41.2% |
| Admin fee / account holder | $2,816 | $16,471-82.9% | $14,116-80.1% | $12,270-77.1% |