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 | $48,590 | $157,256-69.1% | $141,162-65.6% | $152,861-68.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 17.70% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,692 | $5,261-67.8% | $4,735-64.3% | $4,762-64.5% |
| Participant deferral / active EE | $9,136 | $7,109+28.5% | $6,709+36.2% | $5,850+56.2% |
| Admin fee / account holder | $312,427 | $12,120+2477.8% | $10,261+2944.7% | $11,596+2594.2% |