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 | $81,492 | $111,724-27.1% | $93,606-12.9% | $145,922-44.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 48.85% | 202.98%-154.1pp | 133.20%-84.3pp | 561.29%-512.4pp |
| Employer contribution / active EE | $1,026 | $3,090-66.8% | $2,420-57.6% | $4,660-78.0% |
| Participant deferral / active EE | $10,079 | $4,912+105.2% | $4,411+128.5% | $6,688+50.7% |
| Admin fee / account holder | $4,028 | $10,250-60.7% | $8,285-51.4% | $13,397-69.9% |