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 | $35,404 | $159,901-77.9% | $146,958-75.9% | $145,922-75.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.13% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,188 | $5,286-58.6% | $4,933-55.6% | $4,660-53.0% |
| Participant deferral / active EE | $8,311 | $8,428-1.4% | $8,070+3.0% | $6,688+24.3% |
| Admin fee / account holder | $2,610 | $15,044-82.6% | $12,998-79.9% | $13,397-80.5% |