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 | $151,964 | $201,272-24.5% | $184,203-17.5% | $145,922+4.1% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 12.70% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,841 | $7,022-73.8% | $6,427-71.4% | $4,660-60.5% |
| Participant deferral / active EE | $8,300 | $9,806-15.4% | $9,131-9.1% | $6,688+24.1% |
| Admin fee / account holder | $2,195 | $16,364-86.6% | $13,901-84.2% | $13,397-83.6% |