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 | $34,221 | $183,519-81.4% | $155,509-78.0% | $145,922-76.5% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 12.85% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $5,985 | $5,313+12.7% | $4,672+28.1% | $4,660+28.5% |
| Participant deferral / active EE | $5,823 | $6,462-9.9% | $5,626+3.5% | $6,688-12.9% |
| Admin fee / account holder | $2,605 | $19,313-86.5% | $15,912-83.6% | $13,397-80.6% |