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 | $147,309 | $214,378-31.3% | $200,582-26.6% | $142,382+3.5% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 15.20% | 46.41%-31.2pp | 42.33%-27.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,913 | $6,841-28.2% | $6,419-23.5% | $4,299+14.3% |
| Participant deferral / active EE | $8,489 | $9,865-13.9% | $9,331-9.0% | $6,507+30.5% |
| Admin fee / account holder | $1,308 | $17,692-92.6% | $16,305-92.0% | $12,624-89.6% |