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 3-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 | $114,955 | $72,400+58.8% | $67,502+70.3% | $145,922-21.2% |
| Participation rate | 76.9% | 76.9%+0.1pp | 72.9%+4.0pp | 80.3%-3.4pp |
| Annual return | 26.61% | 7182.46%-7155.9pp | 3512.12%-3485.5pp | 561.29%-534.7pp |
| Employer contribution / active EE | $1,310 | $3,069-57.3% | $2,731-52.0% | $4,660-71.9% |
| Participant deferral / active EE | $2,000 | $4,783-58.2% | $4,000-50.0% | $6,688-70.1% |
| Admin fee / account holder | $2,783 | $5,539-49.8% | $3,998-30.4% | $13,397-79.2% |