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 5-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 | $44,161 | $159,901-72.4% | $146,958-70.0% | $145,922-69.7% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 16.91% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,550 | $5,286-70.7% | $4,933-68.6% | $4,660-66.7% |
| Participant deferral / active EE | $3,967 | $8,428-52.9% | $8,070-50.8% | $6,688-40.7% |
| Admin fee / account holder | $962 | $15,044-93.6% | $12,998-92.6% | $13,397-92.8% |