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 4-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 | $34,734 | $210,648-83.5% | $177,989-80.5% | $145,922-76.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 8.29% | 385.86%-377.6pp | 294.48%-286.2pp | 561.29%-553.0pp |
| Employer contribution / active EE | $3,351 | $4,565-26.6% | $3,949-15.1% | $4,660-28.1% |
| Participant deferral / active EE | $3,351 | $6,958-51.8% | $6,276-46.6% | $6,688-49.9% |
| Admin fee / account holder | $5,812 | $12,013-51.6% | $10,363-43.9% | $13,397-56.6% |