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 | $41,952 | $201,272-79.2% | $184,203-77.2% | $145,922-71.3% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.2pp | 80.3%-1.7pp |
| Annual return | 45.15% | 29.00%+16.1pp | 28.81%+16.3pp | 561.29%-516.1pp |
| Employer contribution / active EE | $3,286 | $7,022-53.2% | $6,427-48.9% | $4,660-29.5% |
| Participant deferral / active EE | $9,127 | $9,806-6.9% | $9,131-0.1% | $6,688+36.5% |
| Admin fee / account holder | $1,994 | $16,364-87.8% | $13,901-85.7% | $13,397-85.1% |