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 | $28,760 | $183,519-84.3% | $155,509-81.5% | $145,922-80.3% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 12.78% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,079 | $5,313-79.7% | $4,672-76.9% | $4,660-76.9% |
| Participant deferral / active EE | $5,984 | $6,462-7.4% | $5,626+6.4% | $6,688-10.5% |
| Admin fee / account holder | $1,042 | $19,313-94.6% | $15,912-93.4% | $13,397-92.2% |