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 | $51,373 | $179,726-71.4% | $156,263-67.1% | $142,382-63.9% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 16.98% | 77.86%-60.9pp | 59.47%-42.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,594 | $5,069-29.1% | $4,333-17.1% | $4,299-16.4% |
| Participant deferral / active EE | $6,094 | $6,956-12.4% | $6,158-1.0% | $6,507-6.3% |
| Admin fee / account holder | $1,842 | $17,272-89.3% | $14,255-87.1% | $12,624-85.4% |