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 | $31,299 | $175,202-82.1% | $149,673-79.1% | $139,434-77.6% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 130.79% | 166.71%-35.9pp | 134.42%-3.6pp | 372.94%-242.2pp |
| Employer contribution / active EE | $4,501 | $5,474-17.8% | $4,818-6.6% | $4,751-5.3% |
| Participant deferral / active EE | $7,329 | $6,519+12.4% | $5,680+29.0% | $6,710+9.2% |
| Admin fee / account holder | $405 | $16,150-97.5% | $13,210-96.9% | $11,403-96.4% |