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 | $78,852 | $159,901-50.7% | $146,958-46.3% | $145,922-46.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.26% | 98.13%-81.9pp | 418.34%-402.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,918 | $5,286-44.8% | $4,933-40.9% | $4,660-37.4% |
| Participant deferral / active EE | $3,221 | $8,428-61.8% | $8,070-60.1% | $6,688-51.8% |
| Admin fee / account holder | $763 | $15,044-94.9% | $12,998-94.1% | $13,397-94.3% |