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 | $45,901 | $111,535-58.8% | $105,223-56.4% | $137,256-66.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 19.54% | 237.85%-218.3pp | 180.65%-161.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,475 | $3,939-37.2% | $3,689-32.9% | $4,156-40.5% |
| Participant deferral / active EE | $7,082 | $5,500+28.8% | $5,072+39.6% | $6,407+10.5% |
| Admin fee / account holder | $2,278 | $9,721-76.6% | $8,859-74.3% | $12,270-81.4% |