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 | $55,189 | $159,901-65.5% | $146,958-62.4% | $145,922-62.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.34% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $5,670 | $5,286+7.3% | $4,933+14.9% | $4,660+21.7% |
| Participant deferral / active EE | $6,957 | $8,428-17.5% | $8,070-13.8% | $6,688+4.0% |
| Admin fee / account holder | $2,322 | $15,044-84.6% | $12,998-82.1% | $13,397-82.7% |