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 | $50,025 | $239,571-79.1% | $183,328-72.7% | $137,256-63.6% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 80.0%-5.0pp |
| Annual return | 19.28% | 35.69%-16.4pp | 29.67%-10.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,113 | $6,148-49.4% | $5,055-38.4% | $4,156-25.1% |
| Participant deferral / active EE | $3,286 | $7,995-58.9% | $6,795-51.6% | $6,407-48.7% |
| Admin fee / account holder | $999 | $30,059-96.7% | $21,427-95.3% | $12,270-91.9% |