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 | $60,618 | $157,256-61.5% | $141,162-57.1% | $152,861-60.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 17.73% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $3,911 | $5,261-25.7% | $4,735-17.4% | $4,762-17.9% |
| Participant deferral / active EE | $4,577 | $7,109-35.6% | $6,709-31.8% | $5,850-21.8% |
| Admin fee / account holder | $314 | $12,120-97.4% | $10,261-96.9% | $11,596-97.3% |