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 3-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 | $69,986 | $177,572-60.6% | $154,803-54.8% | $142,382-50.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 16.97% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,280 | $4,810-73.4% | $4,305-70.3% | $4,299-70.2% |
| Participant deferral / active EE | $4,226 | $6,272-32.6% | $5,540-23.7% | $6,507-35.1% |
| Admin fee / account holder | $1,417 | $16,786-91.6% | $14,329-90.1% | $12,624-88.8% |