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 3-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 | $26,021 | $179,726-85.5% | $156,263-83.3% | $142,382-81.7% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.9%+16.1pp | 80.1%+14.9pp |
| Annual return | 59.74% | 77.86%-18.1pp | 59.47%+0.3pp | 217.08%-157.3pp |
| Employer contribution / active EE | $3,701 | $5,069-27.0% | $4,333-14.6% | $4,299-13.9% |
| Participant deferral / active EE | $5,018 | $6,956-27.9% | $6,158-18.5% | $6,507-22.9% |
| Admin fee / account holder | $1,061 | $17,272-93.9% | $14,255-92.6% | $12,624-91.6% |