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 | $28,807 | $105,126-72.6% | $94,646-69.6% | $139,434-79.3% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 282.35% | 38.03%+244.3pp | 156.71%+125.6pp | 372.94%-90.6pp |
| Employer contribution / active EE | $4,472 | $4,106+8.9% | $3,672+21.8% | $4,751-5.9% |
| Participant deferral / active EE | $6,889 | $7,599-9.3% | $7,418-7.1% | $6,710+2.7% |
| Admin fee / account holder | $1,204 | $8,984-86.6% | $7,231-83.3% | $11,403-89.4% |