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 6-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 | $37,400 | $124,185-69.9% | $108,410-65.5% | $167,490-77.7% |
| Participation rate | 73.7% | 82.3%-8.6pp | 80.1%-6.4pp | 82.1%-8.4pp |
| Annual return | 12.55% | 1379.64%-1367.1pp | 905.27%-892.7pp | 478.56%-466.0pp |
| Employer contribution / active EE | $568 | $4,187-86.4% | $3,558-84.0% | $4,837-88.3% |
| Participant deferral / active EE | $4,476 | $6,908-35.2% | $6,563-31.8% | $6,341-29.4% |
| Admin fee / account holder | $21,489 | $9,455+127.3% | $7,295+194.6% | $12,309+74.6% |