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 5-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 | $43,057 | $111,754-61.5% | $103,333-58.3% | $145,922-70.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.32% | 24.77%-13.4pp | 24.88%-13.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,360 | $4,212-44.0% | $3,868-39.0% | $4,660-49.4% |
| Participant deferral / active EE | $4,900 | $5,619-12.8% | $5,057-3.1% | $6,688-26.7% |
| Admin fee / account holder | $428 | $9,750-95.6% | $8,355-94.9% | $13,397-96.8% |