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 | $40,666 | $159,934-74.6% | $147,005-72.3% | $145,959-72.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 29.93% | 98.24%-68.3pp | 418.76%-388.8pp | 561.95%-532.0pp |
| Employer contribution / active EE | $3,815 | $5,287-27.9% | $4,934-22.7% | $4,661-18.2% |
| Participant deferral / active EE | $10,475 | $8,427+24.3% | $8,070+29.8% | $6,689+56.6% |
| Admin fee / account holder | $1,109 | $15,053-92.6% | $13,006-91.5% | $13,398-91.7% |