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 | $20,089 | $183,592-89.1% | $155,567-87.1% | $145,959-86.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 12.75% | 61.24%-48.5pp | 64.74%-52.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,537 | $5,315-71.1% | $4,674-67.1% | $4,661-67.0% |
| Participant deferral / active EE | $4,380 | $6,464-32.2% | $5,628-22.2% | $6,689-34.5% |
| Admin fee / account holder | $781 | $19,318-96.0% | $15,916-95.1% | $13,398-94.2% |