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 | $36,327 | $178,174-79.6% | $156,181-76.7% | $137,256-73.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 21.41% | 84.19%-62.8pp | 64.87%-43.5pp | 220.34%-198.9pp |
| Employer contribution / active EE | $4,006 | $4,972-19.4% | $4,294-6.7% | $4,156-3.6% |
| Participant deferral / active EE | $8,518 | $6,888+23.7% | $6,132+38.9% | $6,407+32.9% |
| Admin fee / account holder | $562 | $17,404-96.8% | $14,586-96.1% | $12,270-95.4% |