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 | $31,336 | $183,592-82.9% | $155,567-79.9% | $145,959-78.5% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 15.00% | 61.24%-46.2pp | 64.74%-49.7pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,521 | $5,315-71.4% | $4,674-67.5% | $4,661-67.4% |
| Participant deferral / active EE | $6,756 | $6,464+4.5% | $5,628+20.1% | $6,689+1.0% |
| Admin fee / account holder | $481 | $19,318-97.5% | $15,916-97.0% | $13,398-96.4% |