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 | $48,924 | $183,519-73.3% | $155,509-68.5% | $145,922-66.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 9.98% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,494 | $5,313-34.2% | $4,672-25.2% | $4,660-25.0% |
| Participant deferral / active EE | $8,253 | $6,462+27.7% | $5,626+46.7% | $6,688+23.4% |
| Admin fee / account holder | $708 | $19,313-96.3% | $15,912-95.5% | $13,397-94.7% |