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 | $28,979 | $114,381-74.7% | $107,525-73.0% | $142,382-79.6% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 20.91% | 242.71%-221.8pp | 181.32%-160.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,531 | $4,015-12.1% | $3,754-5.9% | $4,299-17.9% |
| Participant deferral / active EE | $5,928 | $5,564+6.5% | $5,116+15.9% | $6,507-8.9% |
| Admin fee / account holder | $3,760 | $9,860-61.9% | $8,919-57.8% | $12,624-70.2% |