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 | $29,483 | $201,272-85.4% | $184,203-84.0% | $145,922-79.8% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 18.68% | 29.00%-10.3pp | 28.81%-10.1pp | 561.29%-542.6pp |
| Employer contribution / active EE | $6,375 | $7,022-9.2% | $6,427-0.8% | $4,660+36.8% |
| Participant deferral / active EE | $7,000 | $9,806-28.6% | $9,131-23.3% | $6,688+4.7% |
| Admin fee / account holder | $2,384 | $16,364-85.4% | $13,901-82.9% | $13,397-82.2% |