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 3-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 | $64,254 | $159,901-59.8% | $146,958-56.3% | $145,922-56.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 19.78% | 98.13%-78.4pp | 418.34%-398.6pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,819 | $5,286-46.7% | $4,933-42.9% | $4,660-39.5% |
| Participant deferral / active EE | $12,593 | $8,428+49.4% | $8,070+56.1% | $6,688+88.3% |
| Admin fee / account holder | $3,488 | $15,044-76.8% | $12,998-73.2% | $13,397-74.0% |