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 | $50,738 | $154,117-67.1% | $129,995-61.0% | $139,434-63.6% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 21.49% | 32.48%-11.0pp | -137.18%+158.7pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,426 | $5,289-54.1% | $4,320-43.8% | $4,751-48.9% |
| Participant deferral / active EE | $3,784 | $6,710-43.6% | $5,820-35.0% | $6,710-43.6% |
| Admin fee / account holder | $1,919 | $14,007-86.3% | $10,614-81.9% | $11,403-83.2% |