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 8-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 | $35,042 | $157,256-77.7% | $141,162-75.2% | $152,861-77.1% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 77.26% | 64.32%+12.9pp | 71.39%+5.9pp | 345.32%-268.1pp |
| Employer contribution / active EE | $2,271 | $5,261-56.8% | $4,735-52.0% | $4,762-52.3% |
| Participant deferral / active EE | $4,312 | $7,109-39.3% | $6,709-35.7% | $5,850-26.3% |
| Admin fee / account holder | $374 | $12,120-96.9% | $10,261-96.4% | $11,596-96.8% |