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 | $47,375 | $175,202-73.0% | $149,673-68.3% | $139,434-66.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 26.22% | 166.71%-140.5pp | 134.42%-108.2pp | 372.94%-346.7pp |
| Employer contribution / active EE | $6,186 | $5,474+13.0% | $4,818+28.4% | $4,751+30.2% |
| Participant deferral / active EE | $3,744 | $6,519-42.6% | $5,680-34.1% | $6,710-44.2% |
| Admin fee / account holder | $475 | $16,150-97.1% | $13,210-96.4% | $11,403-95.8% |