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 8-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 | $41,412 | $159,934-74.1% | $147,005-71.8% | $145,959-71.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 18.14% | 98.24%-80.1pp | 418.76%-400.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $2,465 | $5,287-53.4% | $4,934-50.0% | $4,661-47.1% |
| Participant deferral / active EE | $5,117 | $8,427-39.3% | $8,070-36.6% | $6,689-23.5% |
| Admin fee / account holder | $786 | $15,053-94.8% | $13,006-94.0% | $13,398-94.1% |