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 | $111,487 | $157,256-29.1% | $141,162-21.0% | $152,861-27.1% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 22.55% | 64.32%-41.8pp | 71.39%-48.8pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,041 | $5,261-80.2% | $4,735-78.0% | $4,762-78.1% |
| Participant deferral / active EE | $5,083 | $7,109-28.5% | $6,709-24.2% | $5,850-13.1% |
| Admin fee / account holder | $354 | $12,120-97.1% | $10,261-96.5% | $11,596-96.9% |