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 | $39,380 | $175,202-77.5% | $149,673-73.7% | $139,434-71.8% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 32.09% | 166.71%-134.6pp | 134.42%-102.3pp | 372.94%-340.8pp |
| Employer contribution / active EE | $2,435 | $5,474-55.5% | $4,818-49.5% | $4,751-48.8% |
| Participant deferral / active EE | $7,347 | $6,519+12.7% | $5,680+29.3% | $6,710+9.5% |
| Admin fee / account holder | $373 | $16,150-97.7% | $13,210-97.2% | $11,403-96.7% |