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 | $24,105 | $175,202-86.2% | $149,673-83.9% | $139,434-82.7% |
| Participation rate | 70.6% | 83.4%-12.8pp | 78.8%-8.2pp | 80.3%-9.7pp |
| Annual return | 50.05% | 166.71%-116.7pp | 134.42%-84.4pp | 372.94%-322.9pp |
| Employer contribution / active EE | $1,325 | $5,474-75.8% | $4,818-72.5% | $4,751-72.1% |
| Participant deferral / active EE | $6,366 | $6,519-2.3% | $5,680+12.1% | $6,710-5.1% |
| Admin fee / account holder | $3,683 | $16,150-77.2% | $13,210-72.1% | $11,403-67.7% |