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 | $51,390 | $100,970-49.1% | $96,576-46.8% | $137,256-62.6% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 15.55% | 38.16%-22.6pp | 38.47%-22.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $304 | $3,809-92.0% | $3,553-91.4% | $4,156-92.7% |
| Participant deferral / active EE | $2,487 | $8,286-70.0% | $7,956-68.7% | $6,407-61.2% |
| Admin fee / account holder | $19,817 | $11,312+75.2% | $11,381+74.1% | $12,270+61.5% |