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 8-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 | $29,123 | $176,056-83.5% | $159,436-81.7% | $167,490-82.6% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 138.28% | 331.75%-193.5pp | 263.57%-125.3pp | 478.56%-340.3pp |
| Employer contribution / active EE | $1,349 | $5,297-74.5% | $4,829-72.1% | $4,837-72.1% |
| Participant deferral / active EE | $2,653 | $7,750-65.8% | $7,352-63.9% | $6,341-58.2% |
| Admin fee / account holder | $637 | $12,554-94.9% | $10,799-94.1% | $12,309-94.8% |