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 | $50,067 | $176,056-71.6% | $159,436-68.6% | $167,490-70.1% |
| Participation rate | 76.5% | 84.9%-8.5pp | 82.8%-6.4pp | 82.1%-5.6pp |
| Annual return | 11.99% | 331.75%-319.8pp | 263.57%-251.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,855 | $5,297-65.0% | $4,829-61.6% | $4,837-61.7% |
| Participant deferral / active EE | $9,149 | $7,750+18.1% | $7,352+24.4% | $6,341+44.3% |
| Admin fee / account holder | $1,694 | $12,554-86.5% | $10,799-84.3% | $12,309-86.2% |