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 | $24,025 | $157,256-84.7% | $141,162-83.0% | $152,861-84.3% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 38.11% | 64.32%-26.2pp | 71.39%-33.3pp | 345.32%-307.2pp |
| Employer contribution / active EE | $3,628 | $5,261-31.0% | $4,735-23.4% | $4,762-23.8% |
| Participant deferral / active EE | $8,557 | $7,109+20.4% | $6,709+27.5% | $5,850+46.3% |
| Admin fee / account holder | $1,310 | $12,120-89.2% | $10,261-87.2% | $11,596-88.7% |