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 | $27,330 | $179,726-84.8% | $156,263-82.5% | $142,382-80.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 47.62% | 77.86%-30.2pp | 59.47%-11.8pp | 217.08%-169.5pp |
| Employer contribution / active EE | $2,762 | $5,069-45.5% | $4,333-36.3% | $4,299-35.8% |
| Participant deferral / active EE | $6,305 | $6,956-9.4% | $6,158+2.4% | $6,507-3.1% |
| Admin fee / account holder | $796 | $17,272-95.4% | $14,255-94.4% | $12,624-93.7% |