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 6-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 | $33,641 | $176,056-80.9% | $159,436-78.9% | $167,490-79.9% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 82.04% | 331.75%-249.7pp | 263.57%-181.5pp | 478.56%-396.5pp |
| Employer contribution / active EE | $5,202 | $5,297-1.8% | $4,829+7.7% | $4,837+7.5% |
| Participant deferral / active EE | $18,296 | $7,750+136.1% | $7,352+148.9% | $6,341+188.5% |
| Admin fee / account holder | $1,048 | $12,554-91.7% | $10,799-90.3% | $12,309-91.5% |