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 | $29,522 | $177,572-83.4% | $154,803-80.9% | $142,382-79.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 31.98% | 65.07%-33.1pp | 58.88%-26.9pp | 217.08%-185.1pp |
| Employer contribution / active EE | $2,747 | $4,810-42.9% | $4,305-36.2% | $4,299-36.1% |
| Participant deferral / active EE | $6,308 | $6,272+0.6% | $5,540+13.9% | $6,507-3.1% |
| Admin fee / account holder | $3,440 | $16,786-79.5% | $14,329-76.0% | $12,624-72.7% |