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 3-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 | $39,204 | $154,117-74.6% | $129,995-69.8% | $139,434-71.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 31.30% | 32.48%-1.2pp | -137.18%+168.5pp | 372.94%-341.6pp |
| Employer contribution / active EE | $3,600 | $5,289-31.9% | $4,320-16.7% | $4,751-24.2% |
| Participant deferral / active EE | $13,500 | $6,710+101.2% | $5,820+132.0% | $6,710+101.2% |
| Admin fee / account holder | $317 | $14,007-97.7% | $10,614-97.0% | $11,403-97.2% |