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 | $44,382 | $159,901-72.2% | $146,958-69.8% | $145,922-69.6% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 11.96% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $6,253 | $5,286+18.3% | $4,933+26.8% | $4,660+34.2% |
| Participant deferral / active EE | $2,729 | $8,428-67.6% | $8,070-66.2% | $6,688-59.2% |
| Admin fee / account holder | $469 | $15,044-96.9% | $12,998-96.4% | $13,397-96.5% |