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 | $62,158 | $159,934-61.1% | $147,005-57.7% | $145,959-57.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 11.18% | 98.24%-87.1pp | 418.76%-407.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $2,495 | $5,287-52.8% | $4,934-49.4% | $4,661-46.5% |
| Participant deferral / active EE | $7,065 | $8,427-16.2% | $8,070-12.5% | $6,689+5.6% |
| Admin fee / account holder | $2,183 | $15,053-85.5% | $13,006-83.2% | $13,398-83.7% |