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 4-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 | $32,344 | $159,901-79.8% | $146,958-78.0% | $145,922-77.8% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 20.34% | 98.13%-77.8pp | 418.34%-398.0pp | 561.29%-540.9pp |
| Employer contribution / active EE | $1,236 | $5,286-76.6% | $4,933-74.9% | $4,660-73.5% |
| Participant deferral / active EE | $4,743 | $8,428-43.7% | $8,070-41.2% | $6,688-29.1% |
| Admin fee / account holder | $570 | $15,044-96.2% | $12,998-95.6% | $13,397-95.7% |