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 | $45,301 | $177,572-74.5% | $154,803-70.7% | $142,382-68.2% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 16.88% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,637 | $4,810-66.0% | $4,305-62.0% | $4,299-61.9% |
| Participant deferral / active EE | $6,571 | $6,272+4.8% | $5,540+18.6% | $6,507+1.0% |
| Admin fee / account holder | $628 | $16,786-96.3% | $14,329-95.6% | $12,624-95.0% |