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 | $37,279 | $159,901-76.7% | $146,958-74.6% | $145,922-74.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 16.25% | 98.13%-81.9pp | 418.34%-402.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $3,800 | $5,286-28.1% | $4,933-23.0% | $4,660-18.5% |
| Participant deferral / active EE | $9,205 | $8,428+9.2% | $8,070+14.1% | $6,688+37.6% |
| Admin fee / account holder | $490 | $15,044-96.7% | $12,998-96.2% | $13,397-96.3% |