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 | $24,859 | $210,648-88.2% | $177,989-86.0% | $145,922-83.0% |
| Participation rate | 93.3% | 80.8%+12.6pp | 77.1%+16.2pp | 80.3%+13.1pp |
| Annual return | 19.06% | 385.86%-366.8pp | 294.48%-275.4pp | 561.29%-542.2pp |
| Employer contribution / active EE | $4,576 | $4,565+0.3% | $3,949+15.9% | $4,660-1.8% |
| Participant deferral / active EE | $7,187 | $6,958+3.3% | $6,276+14.5% | $6,688+7.5% |
| Admin fee / account holder | $1,125 | $12,013-90.6% | $10,363-89.1% | $13,397-91.6% |