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 | $87,041 | $178,174-51.1% | $156,181-44.3% | $137,256-36.6% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 17.25% | 84.19%-66.9pp | 64.87%-47.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,242 | $4,972-14.7% | $4,294-1.2% | $4,156+2.1% |
| Participant deferral / active EE | $7,565 | $6,888+9.8% | $6,132+23.4% | $6,407+18.1% |
| Admin fee / account holder | $485 | $17,404-97.2% | $14,586-96.7% | $12,270-96.1% |