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 | $58,985 | $159,901-63.1% | $146,958-59.9% | $145,922-59.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 9.86% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,233 | $5,286-57.8% | $4,933-54.7% | $4,660-52.1% |
| Participant deferral / active EE | $5,350 | $8,428-36.5% | $8,070-33.7% | $6,688-20.0% |
| Admin fee / account holder | $2,264 | $15,044-85.0% | $12,998-82.6% | $13,397-83.1% |