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 | $31,444 | $217,402-85.5% | $185,823-83.1% | $167,490-81.2% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 15.12% | 148.36%-133.2pp | 122.05%-106.9pp | 478.56%-463.4pp |
| Employer contribution / active EE | $4,487 | $5,873-23.6% | $5,167-13.2% | $4,837-7.3% |
| Participant deferral / active EE | $3,066 | $6,356-51.8% | $5,568-44.9% | $6,341-51.7% |
| Admin fee / account holder | $10,633 | $19,811-46.3% | $16,237-34.5% | $12,309-13.6% |