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 | $30,225 | $159,934-81.1% | $147,005-79.4% | $145,959-79.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 10.94% | 98.24%-87.3pp | 418.76%-407.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $2,143 | $5,287-59.5% | $4,934-56.6% | $4,661-54.0% |
| Participant deferral / active EE | $3,974 | $8,427-52.8% | $8,070-50.8% | $6,689-40.6% |
| Admin fee / account holder | $618 | $15,053-95.9% | $13,006-95.2% | $13,398-95.4% |