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 | $62,048 | $176,056-64.8% | $159,436-61.1% | $167,490-63.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 37.09% | 331.75%-294.7pp | 263.57%-226.5pp | 478.56%-441.5pp |
| Employer contribution / active EE | $4,531 | $5,297-14.5% | $4,829-6.2% | $4,837-6.3% |
| Participant deferral / active EE | $12,663 | $7,750+63.4% | $7,352+72.2% | $6,341+99.7% |
| Admin fee / account holder | $887 | $12,554-92.9% | $10,799-91.8% | $12,309-92.8% |