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 | $65,811 | $177,572-62.9% | $154,803-57.5% | $142,382-53.8% |
| Participation rate | 73.9% | 82.1%-8.1pp | 78.1%-4.2pp | 80.1%-6.2pp |
| Annual return | 18.74% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $8,029 | $4,810+66.9% | $4,305+86.5% | $4,299+86.8% |
| Participant deferral / active EE | $7,844 | $6,272+25.1% | $5,540+41.6% | $6,507+20.5% |
| Admin fee / account holder | $1,158 | $16,786-93.1% | $14,329-91.9% | $12,624-90.8% |