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 | $238,490-79.0% | $180,183-72.2% | $142,382-64.9% |
| Participation rate | 75.0% | 82.3%-7.3pp | 77.4%-2.4pp | 80.1%-5.1pp |
| Annual return | 19.28% | 33.56%-14.3pp | 27.86%-8.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,113 | $6,143-49.3% | $5,039-38.2% | $4,299-27.6% |
| Participant deferral / active EE | $3,286 | $7,996-58.9% | $6,822-51.8% | $6,507-49.5% |
| Admin fee / account holder | $999 | $28,866-96.5% | $19,975-95.0% | $12,624-92.1% |