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 | $23,251 | $159,934-85.5% | $147,005-84.2% | $145,959-84.1% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 13.71% | 98.24%-84.5pp | 418.76%-405.1pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,580 | $5,287-70.1% | $4,934-68.0% | $4,661-66.1% |
| Participant deferral / active EE | $3,256 | $8,427-61.4% | $8,070-59.7% | $6,689-51.3% |
| Admin fee / account holder | $453 | $15,053-97.0% | $13,006-96.5% | $13,398-96.6% |