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 | $65,609 | $179,726-63.5% | $156,263-58.0% | $142,382-53.9% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 20.96% | 77.86%-56.9pp | 59.47%-38.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $8,563 | $5,069+68.9% | $4,333+97.6% | $4,299+99.2% |
| Participant deferral / active EE | $5,250 | $6,956-24.5% | $6,158-14.8% | $6,507-19.3% |
| Admin fee / account holder | $1,061 | $17,272-93.9% | $14,255-92.6% | $12,624-91.6% |