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 | $79,090 | $154,228-48.7% | $145,433-45.6% | $137,256-42.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.40% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,188 | $4,804-33.6% | $4,554-30.0% | $4,156-23.3% |
| Participant deferral / active EE | $11,590 | $8,216+41.1% | $7,897+46.8% | $6,407+80.9% |
| Admin fee / account holder | $12,959 | $14,344-9.7% | $13,129-1.3% | $12,270+5.6% |