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 | $23,684 | $157,256-84.9% | $141,162-83.2% | $152,861-84.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 24.39% | 64.32%-39.9pp | 71.39%-47.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,677 | $5,261-49.1% | $4,735-43.5% | $4,762-43.8% |
| Participant deferral / active EE | $11,101 | $7,109+56.1% | $6,709+65.5% | $5,850+89.7% |
| Admin fee / account holder | $1,237 | $12,120-89.8% | $10,261-87.9% | $11,596-89.3% |