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 | $25,733 | $178,174-85.6% | $156,181-83.5% | $137,256-81.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 20.09% | 84.19%-64.1pp | 64.87%-44.8pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,511 | $4,972-29.4% | $4,294-18.2% | $4,156-15.5% |
| Participant deferral / active EE | $4,324 | $6,888-37.2% | $6,132-29.5% | $6,407-32.5% |
| Admin fee / account holder | $674 | $17,404-96.1% | $14,586-95.4% | $12,270-94.5% |