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 | $26,143 | $159,602-83.6% | $150,045-82.6% | $142,382-81.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 18.11% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,846 | $4,961-22.5% | $4,693-18.1% | $4,299-10.6% |
| Participant deferral / active EE | $5,777 | $8,310-30.5% | $7,997-27.8% | $6,507-11.2% |
| Admin fee / account holder | $1,167 | $14,846-92.1% | $13,435-91.3% | $12,624-90.8% |