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 6-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 | $41,684 | $159,934-73.9% | $147,005-71.6% | $145,959-71.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 15.91% | 98.24%-82.3pp | 418.76%-402.9pp | 561.95%-546.0pp |
| Employer contribution / active EE | $2,538 | $5,287-52.0% | $4,934-48.6% | $4,661-45.5% |
| Participant deferral / active EE | $4,027 | $8,427-52.2% | $8,070-50.1% | $6,689-39.8% |
| Admin fee / account holder | $605 | $15,053-96.0% | $13,006-95.3% | $13,398-95.5% |