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 | $97,830 | $159,901-38.8% | $146,958-33.4% | $145,922-33.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 11.93% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,051 | $5,286-42.3% | $4,933-38.2% | $4,660-34.5% |
| Participant deferral / active EE | $6,584 | $8,428-21.9% | $8,070-18.4% | $6,688-1.6% |
| Admin fee / account holder | $536 | $15,044-96.4% | $12,998-95.9% | $13,397-96.0% |