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 | $57,698 | $126,519-54.4% | $106,201-45.7% | $145,959-60.5% |
| Participation rate | 92.3% | 77.7%+14.7pp | 75.3%+17.0pp | 80.3%+12.0pp |
| Annual return | 11.02% | 225.10%-214.1pp | 116.26%-105.2pp | 561.95%-550.9pp |
| Employer contribution / active EE | $2,076 | $3,726-44.3% | $3,170-34.5% | $4,661-55.5% |
| Participant deferral / active EE | $3,506 | $5,716-38.7% | $5,012-30.1% | $6,689-47.6% |
| Admin fee / account holder | $4,228 | $17,312-75.6% | $11,039-61.7% | $13,398-68.4% |