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 | $19,245 | $183,519-89.5% | $155,509-87.6% | $145,922-86.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.87% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,752 | $5,313-48.2% | $4,672-41.1% | $4,660-40.9% |
| Participant deferral / active EE | $7,325 | $6,462+13.3% | $5,626+30.2% | $6,688+9.5% |
| Admin fee / account holder | $352 | $19,313-98.2% | $15,912-97.8% | $13,397-97.4% |