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 | $35,085 | $159,934-78.1% | $147,005-76.1% | $145,959-76.0% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 11.67% | 98.24%-86.6pp | 418.76%-407.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $2,339 | $5,287-55.8% | $4,934-52.6% | $4,661-49.8% |
| Participant deferral / active EE | $3,637 | $8,427-56.8% | $8,070-54.9% | $6,689-45.6% |
| Admin fee / account holder | $637 | $15,053-95.8% | $13,006-95.1% | $13,398-95.2% |