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 | $66,391 | $118,450-44.0% | $98,439-32.6% | $139,434-52.4% |
| Participation rate | 87.0% | 77.4%+9.5pp | 75.2%+11.8pp | 80.3%+6.6pp |
| Annual return | 167.78% | 18.94%+148.8pp | 21.16%+146.6pp | 372.94%-205.2pp |
| Employer contribution / active EE | $2,628 | $3,609-27.2% | $3,048-13.8% | $4,751-44.7% |
| Participant deferral / active EE | $8,528 | $5,392+58.2% | $4,738+80.0% | $6,710+27.1% |
| Admin fee / account holder | $2,427 | $14,026-82.7% | $8,948-72.9% | $11,403-78.7% |