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 | $34,811 | $172,478-79.8% | $145,661-76.1% | $142,382-75.6% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.2%+10.3pp | 80.1%+7.4pp |
| Annual return | 17.69% | 151.09%-133.4pp | 101.46%-83.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,463 | $4,899-70.1% | $4,238-65.5% | $4,299-66.0% |
| Participant deferral / active EE | $6,041 | $8,348-27.6% | $7,198-16.1% | $6,507-7.2% |
| Admin fee / account holder | $461 | $16,864-97.3% | $12,466-96.3% | $12,624-96.3% |