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 | $179,726-85.7% | $156,263-83.5% | $142,382-81.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 20.09% | 77.86%-57.8pp | 59.47%-39.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,511 | $5,069-30.7% | $4,333-19.0% | $4,299-18.3% |
| Participant deferral / active EE | $4,324 | $6,956-37.8% | $6,158-29.8% | $6,507-33.6% |
| Admin fee / account holder | $674 | $17,272-96.1% | $14,255-95.3% | $12,624-94.7% |