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 | $35,399 | $154,228-77.0% | $145,433-75.7% | $137,256-74.2% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 21.31% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,024 | $4,804-57.9% | $4,554-55.6% | $4,156-51.3% |
| Participant deferral / active EE | $7,170 | $8,216-12.7% | $7,897-9.2% | $6,407+11.9% |
| Admin fee / account holder | $2,543 | $14,344-82.3% | $13,129-80.6% | $12,270-79.3% |