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 | $81,163 | $177,572-54.3% | $154,803-47.6% | $142,382-43.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 16.49% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,203 | $4,810-54.2% | $4,305-48.8% | $4,299-48.8% |
| Participant deferral / active EE | $7,214 | $6,272+15.0% | $5,540+30.2% | $6,507+10.9% |
| Admin fee / account holder | $915 | $16,786-94.5% | $14,329-93.6% | $12,624-92.8% |