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 | $38,687 | $159,901-75.8% | $146,958-73.7% | $145,922-73.5% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 16.14% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,968 | $5,286-62.8% | $4,933-60.1% | $4,660-57.8% |
| Participant deferral / active EE | $3,997 | $8,428-52.6% | $8,070-50.5% | $6,688-40.2% |
| Admin fee / account holder | $608 | $15,044-96.0% | $12,998-95.3% | $13,397-95.5% |