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 | $172,111-52.8% | $150,298-46.0% | $137,256-40.9% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 16.49% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,203 | $4,636-52.5% | $4,154-47.0% | $4,156-47.0% |
| Participant deferral / active EE | $7,214 | $6,166+17.0% | $5,453+32.3% | $6,407+12.6% |
| Admin fee / account holder | $915 | $16,471-94.4% | $14,116-93.5% | $12,270-92.5% |