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 | $31,989 | $165,335-80.7% | $149,696-78.6% | $158,922-79.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 25.15% | 348.15%-323.0pp | 276.60%-251.4pp | 302.83%-277.7pp |
| Employer contribution / active EE | $3,853 | $5,103-24.5% | $4,644-17.0% | $4,761-19.1% |
| Participant deferral / active EE | $4,326 | $7,181-39.8% | $6,842-36.8% | $5,982-27.7% |
| Admin fee / account holder | $548 | $10,807-94.9% | $9,309-94.1% | $11,246-95.1% |