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 | $26,578 | $148,534-82.1% | $135,903-80.4% | $139,434-80.9% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 31.73% | 79.19%-47.5pp | 68.23%-36.5pp | 372.94%-341.2pp |
| Employer contribution / active EE | $7,937 | $5,243+51.4% | $4,856+63.4% | $4,751+67.1% |
| Participant deferral / active EE | $9,844 | $8,100+21.5% | $7,758+26.9% | $6,710+46.7% |
| Admin fee / account holder | $405 | $12,400-96.7% | $10,762-96.2% | $11,403-96.5% |