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 | $48,365 | $85,202-43.2% | $172,739-72.0% | $72,985-33.7% |
| Participation rate | 78.6% | 70.1%+8.5pp | 82.6%-4.1pp | 69.5%+9.1pp |
| Annual return | 20.43% | 27.32%-6.9pp | 802.84%-782.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $968 | $3,324-70.9% | $5,143-81.2% | $2,440-60.3% |
| Participant deferral / active EE | $1,922 | $3,260-41.0% | $5,198-63.0% | $3,607-46.7% |
| Admin fee / account holder | $2,821 | $5,884-52.1% | $13,954-79.8% | $5,124-45.0% |