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 4-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 | $17,026 | $148,534-88.5% | $135,903-87.5% | $139,434-87.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 33.84% | 79.19%-45.4pp | 68.23%-34.4pp | 372.94%-339.1pp |
| Employer contribution / active EE | $2,536 | $5,243-51.6% | $4,856-47.8% | $4,751-46.6% |
| Participant deferral / active EE | $4,344 | $8,100-46.4% | $7,758-44.0% | $6,710-35.3% |
| Admin fee / account holder | $369 | $12,400-97.0% | $10,762-96.6% | $11,403-96.8% |