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 | $24,852 | $175,202-85.8% | $149,673-83.4% | $139,434-82.2% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 120.12% | 166.71%-46.6pp | 134.42%-14.3pp | 372.94%-252.8pp |
| Employer contribution / active EE | $1,742 | $5,474-68.2% | $4,818-63.8% | $4,751-63.3% |
| Participant deferral / active EE | $5,055 | $6,519-22.5% | $5,680-11.0% | $6,710-24.7% |
| Admin fee / account holder | $321 | $16,150-98.0% | $13,210-97.6% | $11,403-97.2% |