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 | $24,216 | $159,901-84.9% | $146,958-83.5% | $145,922-83.4% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 10.26% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,778 | $5,286-47.4% | $4,933-43.7% | $4,660-40.4% |
| Participant deferral / active EE | $4,251 | $8,428-49.6% | $8,070-47.3% | $6,688-36.4% |
| Admin fee / account holder | $499 | $15,044-96.7% | $12,998-96.2% | $13,397-96.3% |