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 | $79,612 | $112,881-29.5% | $90,951-12.5% | $158,922-49.9% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 19.41% | 215.79%-196.4pp | 134.60%-115.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,641 | $2,893-43.3% | $2,122-22.7% | $4,761-65.5% |
| Participant deferral / active EE | $5,850 | $4,128+41.7% | $3,373+73.4% | $5,982-2.2% |
| Admin fee / account holder | $312 | $8,041-96.1% | $5,959-94.8% | $11,246-97.2% |