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 | $133,644 | $172,111-22.3% | $150,298-11.1% | $137,256-2.6% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 15.64% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,447 | $4,636-47.2% | $4,154-41.1% | $4,156-41.1% |
| Participant deferral / active EE | $7,442 | $6,166+20.7% | $5,453+36.5% | $6,407+16.2% |
| Admin fee / account holder | $4,791 | $16,471-70.9% | $14,116-66.1% | $12,270-61.0% |