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 | $88,401 | $132,634-33.3% | $115,768-23.6% | $137,256-35.6% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.4%+4.2pp | 80.0%-1.4pp |
| Annual return | 17.38% | 160.70%-143.3pp | 100.46%-83.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,085 | $3,360-37.9% | $2,940-29.1% | $4,156-49.8% |
| Participant deferral / active EE | $3,707 | $5,619-34.0% | $4,917-24.6% | $6,407-42.1% |
| Admin fee / account holder | $914 | $15,028-93.9% | $12,439-92.7% | $12,270-92.6% |