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 | $21,289 | $165,584-87.1% | $142,942-85.1% | $137,256-84.5% |
| Participation rate | 87.5% | 80.1%+7.4pp | 76.8%+10.7pp | 80.0%+7.5pp |
| Annual return | 9.82% | 164.22%-154.4pp | 113.70%-103.9pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,922 | $4,725-38.2% | $4,139-29.4% | $4,156-29.7% |
| Participant deferral / active EE | $5,961 | $8,194-27.2% | $7,128-16.4% | $6,407-7.0% |
| Admin fee / account holder | $23,794 | $16,167+47.2% | $12,475+90.7% | $12,270+93.9% |