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 5-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 | $39,546 | $159,901-75.3% | $146,958-73.1% | $145,922-72.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.49% | 98.13%-82.6pp | 418.34%-402.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,518 | $5,286-71.3% | $4,933-69.2% | $4,660-67.4% |
| Participant deferral / active EE | $7,646 | $8,428-9.3% | $8,070-5.3% | $6,688+14.3% |
| Admin fee / account holder | $375 | $15,044-97.5% | $12,998-97.1% | $13,397-97.2% |