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 | $74,728 | $179,726-58.4% | $156,263-52.2% | $142,382-47.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.88% | 77.86%-60.0pp | 59.47%-41.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,381 | $5,069-72.8% | $4,333-68.1% | $4,299-67.9% |
| Participant deferral / active EE | $3,508 | $6,956-49.6% | $6,158-43.0% | $6,507-46.1% |
| Admin fee / account holder | $1,015 | $17,272-94.1% | $14,255-92.9% | $12,624-92.0% |