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 9-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 | $24,951 | $165,335-84.9% | $149,696-83.3% | $158,922-84.3% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 15.42% | 348.15%-332.7pp | 276.60%-261.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,935 | $5,103-42.5% | $4,644-36.8% | $4,761-38.4% |
| Participant deferral / active EE | $5,354 | $7,181-25.4% | $6,842-21.7% | $5,982-10.5% |
| Admin fee / account holder | $937 | $10,807-91.3% | $9,309-89.9% | $11,246-91.7% |