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 | $34,868 | $114,047-69.4% | $96,139-63.7% | $167,490-79.2% |
| Participation rate | 73.9% | 75.1%-1.1pp | 68.4%+5.5pp | 82.1%-8.2pp |
| Annual return | 14.23% | 189.88%-175.6pp | 191.94%-177.7pp | 478.56%-464.3pp |
| Employer contribution / active EE | $4,074 | $3,427+18.9% | $2,797+45.7% | $4,837-15.8% |
| Participant deferral / active EE | $3,013 | $5,194-42.0% | $4,349-30.7% | $6,341-52.5% |
| Admin fee / account holder | $1,379 | $6,897-80.0% | $5,537-75.1% | $12,309-88.8% |