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 | $68,006 | $158,398-57.1% | $126,539-46.3% | $142,382-52.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.77% | 593.76%-578.0pp | 425.95%-410.2pp | 217.08%-201.3pp |
| Employer contribution / active EE | $437 | $4,650-90.6% | $3,674-88.1% | $4,299-89.8% |
| Participant deferral / active EE | $619 | $4,767-87.0% | $4,083-84.8% | $6,507-90.5% |
| Admin fee / account holder | $632 | $6,918-90.9% | $6,065-89.6% | $12,624-95.0% |