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 | $45,433 | $159,901-71.6% | $146,958-69.1% | $145,922-68.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 9.74% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,826 | $5,286-27.6% | $4,933-22.4% | $4,660-17.9% |
| Participant deferral / active EE | $9,684 | $8,428+14.9% | $8,070+20.0% | $6,688+44.8% |
| Admin fee / account holder | $1,752 | $15,044-88.4% | $12,998-86.5% | $13,397-86.9% |