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 | $19,659 | $106,515-81.5% | $96,683-79.7% | $139,434-85.9% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.3%+4.2pp | 80.3%-1.7pp |
| Annual return | 64.74% | 38.43%+26.3pp | 35.69%+29.0pp | 372.94%-308.2pp |
| Employer contribution / active EE | $2,233 | $4,103-45.6% | $3,737-40.3% | $4,751-53.0% |
| Participant deferral / active EE | $4,102 | $5,454-24.8% | $4,878-15.9% | $6,710-38.9% |
| Admin fee / account holder | $2,267 | $7,877-71.2% | $6,730-66.3% | $11,403-80.1% |