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 | $44,219 | $210,648-79.0% | $177,989-75.2% | $145,922-69.7% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 10.57% | 385.86%-375.3pp | 294.48%-283.9pp | 561.29%-550.7pp |
| Employer contribution / active EE | $840 | $4,565-81.6% | $3,949-78.7% | $4,660-82.0% |
| Participant deferral / active EE | $2,396 | $6,958-65.6% | $6,276-61.8% | $6,688-64.2% |
| Admin fee / account holder | $25,443 | $12,013+111.8% | $10,363+145.5% | $13,397+89.9% |