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 9-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 | $30,759 | $159,901-80.8% | $146,958-79.1% | $145,922-78.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 42.22% | 98.13%-55.9pp | 418.34%-376.1pp | 561.29%-519.1pp |
| Employer contribution / active EE | $3,570 | $5,286-32.5% | $4,933-27.6% | $4,660-23.4% |
| Participant deferral / active EE | $8,089 | $8,428-4.0% | $8,070+0.2% | $6,688+21.0% |
| Admin fee / account holder | $5,039 | $15,044-66.5% | $12,998-61.2% | $13,397-62.4% |