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 5-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 | $24,075 | $114,381-79.0% | $107,525-77.6% | $142,382-83.1% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 16.69% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,480 | $4,015-63.1% | $3,754-60.6% | $4,299-65.6% |
| Participant deferral / active EE | $2,885 | $5,564-48.2% | $5,116-43.6% | $6,507-55.7% |
| Admin fee / account holder | $3,327 | $9,860-66.3% | $8,919-62.7% | $12,624-73.6% |