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 | $44,723 | $159,901-72.0% | $146,958-69.6% | $145,922-69.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 11.56% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,176 | $5,286-58.8% | $4,933-55.9% | $4,660-53.3% |
| Participant deferral / active EE | $5,260 | $8,428-37.6% | $8,070-34.8% | $6,688-21.3% |
| Admin fee / account holder | $12,319 | $15,044-18.1% | $12,998-5.2% | $13,397-8.0% |