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 | $80,126 | $201,272-60.2% | $184,203-56.5% | $145,922-45.1% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 12.98% | 29.00%-16.0pp | 28.81%-15.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $5,647 | $7,022-19.6% | $6,427-12.1% | $4,660+21.2% |
| Participant deferral / active EE | $9,320 | $9,806-5.0% | $9,131+2.1% | $6,688+39.4% |
| Admin fee / account holder | $40,197 | $16,364+145.6% | $13,901+189.2% | $13,397+200.0% |