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 | $26,418 | $180,749-85.4% | $160,784-83.6% | $137,256-80.8% |
| Participation rate | 72.7% | 80.0%-7.2pp | 77.0%-4.2pp | 80.0%-7.2pp |
| Annual return | 16.56% | 2234.46%-2217.9pp | 1803.92%-1787.4pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,126 | $4,155-24.8% | $3,733-16.2% | $4,156-24.8% |
| Participant deferral / active EE | $2,405 | $6,844-64.9% | $6,293-61.8% | $6,407-62.5% |
| Admin fee / account holder | $851 | $10,397-91.8% | $9,717-91.2% | $12,270-93.1% |