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 | $28,908 | $176,056-83.6% | $159,436-81.9% | $167,490-82.7% |
| Participation rate | 73.7% | 84.9%-11.3pp | 82.8%-9.1pp | 82.1%-8.4pp |
| Annual return | 37.18% | 331.75%-294.6pp | 263.57%-226.4pp | 478.56%-441.4pp |
| Employer contribution / active EE | $3,010 | $5,297-43.2% | $4,829-37.7% | $4,837-37.8% |
| Participant deferral / active EE | $4,835 | $7,750-37.6% | $7,352-34.2% | $6,341-23.7% |
| Admin fee / account holder | $9,777 | $12,554-22.1% | $10,799-9.5% | $12,309-20.6% |