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 | $21,290 | $159,901-86.7% | $146,958-85.5% | $145,922-85.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 10.20% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,714 | $5,286-48.7% | $4,933-45.0% | $4,660-41.8% |
| Participant deferral / active EE | $5,347 | $8,428-36.6% | $8,070-33.7% | $6,688-20.0% |
| Admin fee / account holder | $394 | $15,044-97.4% | $12,998-97.0% | $13,397-97.1% |