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 | $25,530 | $118,680-78.5% | $98,907-74.2% | $158,922-83.9% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 21.40% | 372.35%-350.9pp | 196.43%-175.0pp | 302.83%-281.4pp |
| Employer contribution / active EE | $4,500 | $3,333+35.0% | $2,689+67.3% | $4,761-5.5% |
| Participant deferral / active EE | $7,193 | $5,088+41.4% | $4,244+69.5% | $5,982+20.2% |
| Admin fee / account holder | $3,290 | $10,131-67.5% | $6,642-50.5% | $11,246-70.7% |