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 7-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 | $27,265 | $175,202-84.4% | $149,673-81.8% | $139,434-80.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 40.02% | 166.71%-126.7pp | 134.42%-94.4pp | 372.94%-332.9pp |
| Employer contribution / active EE | $1,476 | $5,474-73.0% | $4,818-69.4% | $4,751-68.9% |
| Participant deferral / active EE | $3,605 | $6,519-44.7% | $5,680-36.5% | $6,710-46.3% |
| Admin fee / account holder | $470 | $16,150-97.1% | $13,210-96.4% | $11,403-95.9% |