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 | $22,864 | $165,335-86.2% | $149,696-84.7% | $158,922-85.6% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 45.70% | 348.15%-302.4pp | 276.60%-230.9pp | 302.83%-257.1pp |
| Employer contribution / active EE | $2,151 | $5,103-57.8% | $4,644-53.7% | $4,761-54.8% |
| Participant deferral / active EE | $7,012 | $7,181-2.4% | $6,842+2.5% | $5,982+17.2% |
| Admin fee / account holder | $2,250 | $10,807-79.2% | $9,309-75.8% | $11,246-80.0% |