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 | $34,687 | $176,056-80.3% | $159,436-78.2% | $167,490-79.3% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 25.97% | 331.75%-305.8pp | 263.57%-237.6pp | 478.56%-452.6pp |
| Employer contribution / active EE | $13,988 | $5,297+164.1% | $4,829+189.6% | $4,837+189.2% |
| Participant deferral / active EE | $18,003 | $7,750+132.3% | $7,352+144.9% | $6,341+183.9% |
| Admin fee / account holder | $10,704 | $12,554-14.7% | $10,799-0.9% | $12,309-13.0% |