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 | $44,214 | $100,970-56.2% | $96,576-54.2% | $137,256-67.8% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 17.33% | 38.16%-20.8pp | 38.47%-21.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,630 | $3,809-4.7% | $3,553+2.2% | $4,156-12.7% |
| Participant deferral / active EE | $5,940 | $8,286-28.3% | $7,956-25.3% | $6,407-7.3% |
| Admin fee / account holder | $592 | $11,312-94.8% | $11,381-94.8% | $12,270-95.2% |