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 | $37,745 | $114,381-67.0% | $107,525-64.9% | $142,382-73.5% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 20.92% | 242.71%-221.8pp | 181.32%-160.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,838 | $4,015-54.2% | $3,754-51.0% | $4,299-57.2% |
| Participant deferral / active EE | $7,310 | $5,564+31.4% | $5,116+42.9% | $6,507+12.3% |
| Admin fee / account holder | $503 | $9,860-94.9% | $8,919-94.4% | $12,624-96.0% |