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 | $134,020 | $172,478-22.3% | $145,661-8.0% | $142,382-5.9% |
| Participation rate | 87.0% | 80.1%+6.9pp | 77.2%+9.7pp | 80.1%+6.8pp |
| Annual return | 37.24% | 151.09%-113.8pp | 101.46%-64.2pp | 217.08%-179.8pp |
| Employer contribution / active EE | $7,442 | $4,899+51.9% | $4,238+75.6% | $4,299+73.1% |
| Participant deferral / active EE | $17,664 | $8,348+111.6% | $7,198+145.4% | $6,507+171.4% |
| Admin fee / account holder | $427 | $16,864-97.5% | $12,466-96.6% | $12,624-96.6% |