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 | $44,476 | $108,919-59.2% | $100,391-55.7% | $145,922-69.5% |
| Participation rate | 77.8% | 82.9%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 19.31% | 57.88%-38.6pp | 49.20%-29.9pp | 561.29%-542.0pp |
| Employer contribution / active EE | $4,385 | $4,419-0.8% | $3,942+11.2% | $4,660-5.9% |
| Participant deferral / active EE | $6,335 | $8,445-25.0% | $8,082-21.6% | $6,688-5.3% |
| Admin fee / account holder | $354 | $9,689-96.3% | $7,899-95.5% | $13,397-97.4% |