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 | $111,814 | $159,901-30.1% | $146,958-23.9% | $145,922-23.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 21.70% | 98.13%-76.4pp | 418.34%-396.6pp | 561.29%-539.6pp |
| Employer contribution / active EE | $6,212 | $5,286+17.5% | $4,933+25.9% | $4,660+33.3% |
| Participant deferral / active EE | $14,628 | $8,428+73.6% | $8,070+81.3% | $6,688+118.7% |
| Admin fee / account holder | $696 | $15,044-95.4% | $12,998-94.6% | $13,397-94.8% |