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 | $55,639 | $159,901-65.2% | $146,958-62.1% | $145,922-61.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 17.55% | 98.13%-80.6pp | 418.34%-400.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,457 | $5,286-72.4% | $4,933-70.5% | $4,660-68.7% |
| Participant deferral / active EE | $2,886 | $8,428-65.8% | $8,070-64.2% | $6,688-56.8% |
| Admin fee / account holder | $336 | $15,044-97.8% | $12,998-97.4% | $13,397-97.5% |