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 | $75,060 | $107,934-30.5% | $91,989-18.4% | $152,861-50.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.93% | 89.24%-65.3pp | 69.02%-45.1pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,480 | $4,210-64.8% | $3,452-57.1% | $4,762-68.9% |
| Participant deferral / active EE | $5,596 | $6,364-12.1% | $5,923-5.5% | $5,850-4.3% |
| Admin fee / account holder | $376 | $10,520-96.4% | $7,743-95.1% | $11,596-96.8% |