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 7-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 | $59,723 | $112,096-46.7% | $95,952-37.8% | $158,922-62.4% |
| Participation rate | 70.8% | 79.0%-8.1pp | 77.1%-6.2pp | 82.0%-11.1pp |
| Annual return | 19.83% | 171.09%-151.3pp | 91.61%-71.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,270 | $3,198-60.3% | $2,541-50.0% | $4,761-73.3% |
| Participant deferral / active EE | $4,049 | $4,784-15.4% | $4,167-2.8% | $5,982-32.3% |
| Admin fee / account holder | $894 | $10,130-91.2% | $6,795-86.8% | $11,246-92.0% |