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 9-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 | $21,398 | $176,056-87.8% | $159,436-86.6% | $167,490-87.2% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 19.14% | 331.75%-312.6pp | 263.57%-244.4pp | 478.56%-459.4pp |
| Employer contribution / active EE | $2,529 | $5,297-52.3% | $4,829-47.6% | $4,837-47.7% |
| Participant deferral / active EE | $4,927 | $7,750-36.4% | $7,352-33.0% | $6,341-22.3% |
| Admin fee / account holder | $771 | $12,554-93.9% | $10,799-92.9% | $12,309-93.7% |