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 | $25,224 | $210,648-88.0% | $177,989-85.8% | $145,922-82.7% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 16.73% | 385.86%-369.1pp | 294.48%-277.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,388 | $4,565-25.8% | $3,949-14.2% | $4,660-27.3% |
| Participant deferral / active EE | $4,577 | $6,958-34.2% | $6,276-27.1% | $6,688-31.6% |
| Admin fee / account holder | $1,311 | $12,013-89.1% | $10,363-87.3% | $13,397-90.2% |