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 9-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 | $47,267 | $157,256-69.9% | $141,162-66.5% | $152,861-69.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 26.23% | 64.32%-38.1pp | 71.39%-45.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $3,589 | $5,261-31.8% | $4,735-24.2% | $4,762-24.6% |
| Participant deferral / active EE | $10,479 | $7,109+47.4% | $6,709+56.2% | $5,850+79.1% |
| Admin fee / account holder | $2,045 | $12,120-83.1% | $10,261-80.1% | $11,596-82.4% |