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 | $81,633 | $159,602-48.9% | $150,045-45.6% | $142,382-42.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 23.54% | 70.24%-46.7pp | 62.55%-39.0pp | 217.08%-193.5pp |
| Employer contribution / active EE | $5,461 | $4,961+10.1% | $4,693+16.4% | $4,299+27.0% |
| Participant deferral / active EE | $12,059 | $8,310+45.1% | $7,997+50.8% | $6,507+85.3% |
| Admin fee / account holder | $1,049 | $14,846-92.9% | $13,435-92.2% | $12,624-91.7% |