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 | $24,299 | $159,934-84.8% | $147,005-83.5% | $145,959-83.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 10.76% | 98.24%-87.5pp | 418.76%-408.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,820 | $5,287-65.6% | $4,934-63.1% | $4,661-61.0% |
| Participant deferral / active EE | $5,498 | $8,427-34.8% | $8,070-31.9% | $6,689-17.8% |
| Admin fee / account holder | $557 | $15,053-96.3% | $13,006-95.7% | $13,398-95.8% |