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 8-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 | $38,129 | $176,812-78.4% | $146,665-74.0% | $167,490-77.2% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 16.76% | 24.03%-7.3pp | 22.74%-6.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,228 | $6,440-49.9% | $5,506-41.4% | $6,341-49.1% |
| Admin fee / account holder | $30,718 | $13,259+131.7% | $10,280+198.8% | $12,309+149.6% |