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 9-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 | $53,420 | $183,519-70.9% | $155,509-65.6% | $145,922-63.4% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 25.46% | 61.17%-35.7pp | 64.67%-39.2pp | 561.29%-535.8pp |
| Employer contribution / active EE | $3,254 | $5,313-38.8% | $4,672-30.4% | $4,660-30.2% |
| Participant deferral / active EE | $5,980 | $6,462-7.5% | $5,626+6.3% | $6,688-10.6% |
| Admin fee / account holder | $365 | $19,313-98.1% | $15,912-97.7% | $13,397-97.3% |