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 | $150,355 | $112,096+34.1% | $95,952+56.7% | $158,922-5.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.35% | 171.09%-159.7pp | 91.61%-80.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $2,837 | $3,198-11.3% | $2,541+11.7% | $4,761-40.4% |
| Participant deferral / active EE | $4,149 | $4,784-13.3% | $4,167-0.4% | $5,982-30.6% |
| Admin fee / account holder | $8,437 | $10,130-16.7% | $6,795+24.2% | $11,246-25.0% |