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 | $37,106 | $159,901-76.8% | $146,958-74.8% | $145,922-74.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 18.68% | 98.13%-79.4pp | 418.34%-399.7pp | 561.29%-542.6pp |
| Employer contribution / active EE | $3,014 | $5,286-43.0% | $4,933-38.9% | $4,660-35.3% |
| Participant deferral / active EE | $6,618 | $8,428-21.5% | $8,070-18.0% | $6,688-1.0% |
| Admin fee / account holder | $406 | $15,044-97.3% | $12,998-96.9% | $13,397-97.0% |