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 | $34,813 | $209,336-83.4% | $197,124-82.3% | $137,256-74.6% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 19.04% | 48.09%-29.0pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,527 | $6,591-46.5% | $6,227-43.4% | $4,156-15.1% |
| Participant deferral / active EE | $6,659 | $9,614-30.7% | $9,135-27.1% | $6,407+3.9% |
| Admin fee / account holder | $1,203 | $17,308-93.0% | $16,298-92.6% | $12,270-90.2% |