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 6-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 | $210,648-82.4% | $177,989-79.2% | $145,922-74.6% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 13.09% | 385.86%-372.8pp | 294.48%-281.4pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,441 | $4,565-46.5% | $3,949-38.2% | $4,660-47.6% |
| Participant deferral / active EE | $6,231 | $6,958-10.4% | $6,276-0.7% | $6,688-6.8% |
| Admin fee / account holder | $2,831 | $12,013-76.4% | $10,363-72.7% | $13,397-78.9% |