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 | $20,416 | $175,202-88.3% | $149,673-86.4% | $139,434-85.4% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 16.17% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,733 | $5,474-50.1% | $4,818-43.3% | $4,751-42.5% |
| Participant deferral / active EE | $4,615 | $6,519-29.2% | $5,680-18.8% | $6,710-31.2% |
| Admin fee / account holder | $477 | $16,150-97.0% | $13,210-96.4% | $11,403-95.8% |