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 | $66,662 | $209,336-68.2% | $197,124-66.2% | $137,256-51.4% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 17.16% | 48.09%-30.9pp | 44.34%-27.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,638 | $6,591-60.0% | $6,227-57.6% | $4,156-36.5% |
| Participant deferral / active EE | $11,044 | $9,614+14.9% | $9,135+20.9% | $6,407+72.4% |
| Admin fee / account holder | $867 | $17,308-95.0% | $16,298-94.7% | $12,270-92.9% |