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 | $75,893 | $159,901-52.5% | $146,958-48.4% | $145,922-48.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.71% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,354 | $5,286-36.6% | $4,933-32.0% | $4,660-28.0% |
| Participant deferral / active EE | $7,201 | $8,428-14.6% | $8,070-10.8% | $6,688+7.7% |
| Admin fee / account holder | $9,804 | $15,044-34.8% | $12,998-24.6% | $13,397-26.8% |