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 5-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 | $99,277 | $209,336-52.6% | $197,124-49.6% | $137,256-27.7% |
| Participation rate | 86.7% | 87.3%-0.6pp | 86.7%0pp | 80.0%+6.7pp |
| Annual return | 19.97% | 48.09%-28.1pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,743 | $6,591-58.4% | $6,227-56.0% | $4,156-34.0% |
| Participant deferral / active EE | $3,318 | $9,614-65.5% | $9,135-63.7% | $6,407-48.2% |
| Admin fee / account holder | $1,889 | $17,308-89.1% | $16,298-88.4% | $12,270-84.6% |