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 | $21,016 | $148,534-85.9% | $135,903-84.5% | $139,434-84.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 41.77% | 79.19%-37.4pp | 68.23%-26.5pp | 372.94%-331.2pp |
| Employer contribution / active EE | $1,954 | $5,243-62.7% | $4,856-59.8% | $4,751-58.9% |
| Participant deferral / active EE | $8,759 | $8,100+8.1% | $7,758+12.9% | $6,710+30.5% |
| Admin fee / account holder | $397 | $12,400-96.8% | $10,762-96.3% | $11,403-96.5% |