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 | $24,295 | $177,572-86.3% | $154,803-84.3% | $142,382-82.9% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 13.51% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,056 | $4,810-36.5% | $4,305-29.0% | $4,299-28.9% |
| Participant deferral / active EE | $4,382 | $6,272-30.1% | $5,540-20.9% | $6,507-32.7% |
| Admin fee / account holder | $1,023 | $16,786-93.9% | $14,329-92.9% | $12,624-91.9% |