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 | $25,788 | $176,056-85.4% | $159,436-83.8% | $167,490-84.6% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 22.46% | 331.75%-309.3pp | 263.57%-241.1pp | 478.56%-456.1pp |
| Employer contribution / active EE | $3,029 | $5,297-42.8% | $4,829-37.3% | $4,837-37.4% |
| Participant deferral / active EE | $3,962 | $7,750-48.9% | $7,352-46.1% | $6,341-37.5% |
| Admin fee / account holder | $422 | $12,554-96.6% | $10,799-96.1% | $12,309-96.6% |