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 | $31,356 | $159,901-80.4% | $146,958-78.7% | $145,922-78.5% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 13.62% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,422 | $5,286-73.1% | $4,933-71.2% | $4,660-69.5% |
| Participant deferral / active EE | $5,104 | $8,428-39.4% | $8,070-36.8% | $6,688-23.7% |
| Admin fee / account holder | $422 | $15,044-97.2% | $12,998-96.8% | $13,397-96.9% |