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 | $23,412 | $165,335-85.8% | $149,696-84.4% | $158,922-85.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 24.52% | 348.15%-323.6pp | 276.60%-252.1pp | 302.83%-278.3pp |
| Employer contribution / active EE | $3,227 | $5,103-36.8% | $4,644-30.5% | $4,761-32.2% |
| Participant deferral / active EE | $5,581 | $7,181-22.3% | $6,842-18.4% | $5,982-6.7% |
| Admin fee / account holder | $629 | $10,807-94.2% | $9,309-93.2% | $11,246-94.4% |