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 | $32,813 | $165,335-80.2% | $149,696-78.1% | $158,922-79.4% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 18.13% | 348.15%-330.0pp | 276.60%-258.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,532 | $5,103-70.0% | $4,644-67.0% | $4,761-67.8% |
| Participant deferral / active EE | $4,435 | $7,181-38.2% | $6,842-35.2% | $5,982-25.9% |
| Admin fee / account holder | $1,180 | $10,807-89.1% | $9,309-87.3% | $11,246-89.5% |