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 | $34,484 | $111,535-69.1% | $105,223-67.2% | $137,256-74.9% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 22.67% | 237.85%-215.2pp | 180.65%-158.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $3,618 | $3,939-8.2% | $3,689-1.9% | $4,156-12.9% |
| Participant deferral / active EE | $6,624 | $5,500+20.4% | $5,072+30.6% | $6,407+3.4% |
| Admin fee / account holder | $447 | $9,721-95.4% | $8,859-95.0% | $12,270-96.4% |