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 | $60,883 | $159,901-61.9% | $146,958-58.6% | $145,922-58.3% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 15.28% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,479 | $5,286-34.2% | $4,933-29.5% | $4,660-25.3% |
| Participant deferral / active EE | $9,694 | $8,428+15.0% | $8,070+20.1% | $6,688+44.9% |
| Admin fee / account holder | $5,111 | $15,044-66.0% | $12,998-60.7% | $13,397-61.9% |