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 | $40,092 | $110,257-63.6% | $96,544-58.5% | $139,434-71.2% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 25.00% | 26.32%-1.3pp | 25.84%-0.8pp | 372.94%-347.9pp |
| Employer contribution / active EE | $11,894 | $3,620+228.6% | $2,965+301.2% | $4,751+150.4% |
| Participant deferral / active EE | $6,416 | $5,548+15.7% | $4,851+32.3% | $6,710-4.4% |
| Admin fee / account holder | $498 | $11,591-95.7% | $8,252-94.0% | $11,403-95.6% |