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 | $25,722 | $180,749-85.8% | $160,784-84.0% | $137,256-81.3% |
| Participation rate | 95.8% | 80.0%+15.9pp | 77.0%+18.9pp | 80.0%+15.9pp |
| Annual return | 22.55% | 2234.46%-2211.9pp | 1803.92%-1781.4pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,664 | $4,155-35.9% | $3,733-28.6% | $4,156-35.9% |
| Participant deferral / active EE | $4,178 | $6,844-39.0% | $6,293-33.6% | $6,407-34.8% |
| Admin fee / account holder | $626 | $10,397-94.0% | $9,717-93.6% | $12,270-94.9% |