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 | $95,106 | $179,726-47.1% | $156,263-39.1% | $142,382-33.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 11.45% | 77.86%-66.4pp | 59.47%-48.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $3,222 | $5,069-36.4% | $4,333-25.6% | $4,299-25.0% |
| Participant deferral / active EE | $15,258 | $6,956+119.4% | $6,158+147.8% | $6,507+134.5% |
| Admin fee / account holder | $901 | $17,272-94.8% | $14,255-93.7% | $12,624-92.9% |