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 | $18,277 | $158,398-88.5% | $126,539-85.6% | $142,382-87.2% |
| Participation rate | 73.7% | 75.8%-2.1pp | 69.8%+3.9pp | 80.1%-6.4pp |
| Annual return | 10.49% | 593.76%-583.3pp | 425.95%-415.5pp | 217.08%-206.6pp |
| Employer contribution / active EE | $419 | $4,650-91.0% | $3,674-88.6% | $4,299-90.3% |
| Participant deferral / active EE | $678 | $4,767-85.8% | $4,083-83.4% | $6,507-89.6% |
| Admin fee / account holder | $1,179 | $6,918-83.0% | $6,065-80.6% | $12,624-90.7% |