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 | $40,902 | $159,901-74.4% | $146,958-72.2% | $145,922-72.0% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 11.72% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,466 | $5,286-53.4% | $4,933-50.0% | $4,660-47.1% |
| Participant deferral / active EE | $5,454 | $8,428-35.3% | $8,070-32.4% | $6,688-18.4% |
| Admin fee / account holder | $848 | $15,044-94.4% | $12,998-93.5% | $13,397-93.7% |