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 | $38,560 | $104,974-63.3% | $95,585-59.7% | $142,382-72.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 12.89% | 210.33%-197.4pp | 38.56%-25.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,985 | $2,779-28.6% | $2,527-21.4% | $4,299-53.8% |
| Participant deferral / active EE | $4,432 | $4,352+1.8% | $4,023+10.2% | $6,507-31.9% |
| Admin fee / account holder | $345 | $6,386-94.6% | $6,127-94.4% | $12,624-97.3% |