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 4-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 | $10,254 | $180,749-94.3% | $160,784-93.6% | $137,256-92.5% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.0%+11.9pp | 80.0%+8.9pp |
| Annual return | 22.36% | 2234.46%-2212.1pp | 1803.92%-1781.6pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,640 | $4,155-60.5% | $3,733-56.1% | $4,156-60.5% |
| Participant deferral / active EE | $3,145 | $6,844-54.1% | $6,293-50.0% | $6,407-50.9% |
| Admin fee / account holder | $558 | $10,397-94.6% | $9,717-94.3% | $12,270-95.5% |