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 | $35,412 | $176,056-79.9% | $159,436-77.8% | $167,490-78.9% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 20.74% | 331.75%-311.0pp | 263.57%-242.8pp | 478.56%-457.8pp |
| Employer contribution / active EE | $2,887 | $5,297-45.5% | $4,829-40.2% | $4,837-40.3% |
| Participant deferral / active EE | $7,679 | $7,750-0.9% | $7,352+4.4% | $6,341+21.1% |
| Admin fee / account holder | $3,652 | $12,554-70.9% | $10,799-66.2% | $12,309-70.3% |