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 | $41,670 | $172,111-75.8% | $150,298-72.3% | $137,256-69.6% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 20.27% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,757 | $4,636-40.5% | $4,154-33.6% | $4,156-33.7% |
| Participant deferral / active EE | $6,142 | $6,166-0.4% | $5,453+12.6% | $6,407-4.1% |
| Admin fee / account holder | $318 | $16,471-98.1% | $14,116-97.7% | $12,270-97.4% |