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 | $116,181 | $148,534-21.8% | $135,903-14.5% | $139,434-16.7% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 30.36% | 79.19%-48.8pp | 68.23%-37.9pp | 372.94%-342.6pp |
| Employer contribution / active EE | $3,090 | $5,243-41.1% | $4,856-36.4% | $4,751-35.0% |
| Participant deferral / active EE | $15,699 | $8,100+93.8% | $7,758+102.4% | $6,710+134.0% |
| Admin fee / account holder | $618 | $12,400-95.0% | $10,762-94.3% | $11,403-94.6% |