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 | $34,096 | $172,111-80.2% | $150,298-77.3% | $137,256-75.2% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 173.58% | 69.37%+104.2pp | 62.79%+110.8pp | 220.34%-46.8pp |
| Employer contribution / active EE | $1,329 | $4,636-71.3% | $4,154-68.0% | $4,156-68.0% |
| Participant deferral / active EE | $4,103 | $6,166-33.5% | $5,453-24.7% | $6,407-36.0% |
| Admin fee / account holder | $1,321 | $16,471-92.0% | $14,116-90.6% | $12,270-89.2% |