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 | $68,507 | $74,888-8.5% | $71,209-3.8% | $142,382-51.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 21.76% | 345.14%-323.4pp | 282.51%-260.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $5,128 | $2,854+79.7% | $2,721+88.5% | $4,299+19.3% |
| Participant deferral / active EE | $10,257 | $4,454+130.3% | $4,175+145.7% | $6,507+57.6% |
| Admin fee / account holder | $343 | $5,568-93.8% | $5,349-93.6% | $12,624-97.3% |