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 | $65,017 | $114,381-43.2% | $107,525-39.5% | $142,382-54.3% |
| Participation rate | 95.8% | 78.1%+17.7pp | 75.1%+20.8pp | 80.1%+15.7pp |
| Annual return | 19.34% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,357 | $4,015-41.3% | $3,754-37.2% | $4,299-45.2% |
| Participant deferral / active EE | $5,283 | $5,564-5.1% | $5,116+3.3% | $6,507-18.8% |
| Admin fee / account holder | $1,206 | $9,860-87.8% | $8,919-86.5% | $12,624-90.4% |