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 | $46,489 | $201,272-76.9% | $184,203-74.8% | $145,922-68.1% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 19.28% | 29.00%-9.7pp | 28.81%-9.5pp | 561.29%-542.0pp |
| Employer contribution / active EE | $4,507 | $7,022-35.8% | $6,427-29.9% | $4,660-3.3% |
| Participant deferral / active EE | $7,603 | $9,806-22.5% | $9,131-16.7% | $6,688+13.7% |
| Admin fee / account holder | $554 | $16,364-96.6% | $13,901-96.0% | $13,397-95.9% |