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 5-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 | $37,512 | $159,901-76.5% | $146,958-74.5% | $145,922-74.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 12.18% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,016 | $5,286-42.9% | $4,933-38.9% | $4,660-35.3% |
| Participant deferral / active EE | $5,882 | $8,428-30.2% | $8,070-27.1% | $6,688-12.0% |
| Admin fee / account holder | $516 | $15,044-96.6% | $12,998-96.0% | $13,397-96.2% |