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 6-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 | $84,158 | $159,901-47.4% | $146,958-42.7% | $145,922-42.3% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 14.76% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,815 | $5,286-46.7% | $4,933-42.9% | $4,660-39.6% |
| Participant deferral / active EE | $11,326 | $8,428+34.4% | $8,070+40.3% | $6,688+69.4% |
| Admin fee / account holder | $756 | $15,044-95.0% | $12,998-94.2% | $13,397-94.4% |