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 | $36,118 | $96,965-62.8% | $97,995-63.1% | $147,584-75.5% |
| Participation rate | 70.0% | 83.6%-13.6pp | 82.4%-12.4pp | 82.8%-12.8pp |
| Annual return | 30.91% | 24.11%+6.8pp | 23.94%+7.0pp | 578.55%-547.6pp |
| Employer contribution / active EE | $3,248 | $4,536-28.4% | $4,158-21.9% | $4,876-33.4% |
| Participant deferral / active EE | $10,307 | $5,081+102.8% | $5,097+102.2% | $5,439+89.5% |
| Admin fee / account holder | $336 | $8,120-95.9% | $5,943-94.3% | $10,885-96.9% |