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 | $42,093 | $111,754-62.3% | $103,333-59.3% | $145,922-71.2% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 12.86% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $9,561 | $4,212+127.0% | $3,868+147.2% | $4,660+105.2% |
| Participant deferral / active EE | $4,610 | $5,619-17.9% | $5,057-8.8% | $6,688-31.1% |
| Admin fee / account holder | $1,189 | $9,750-87.8% | $8,355-85.8% | $13,397-91.1% |