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 | $32,471 | $100,970-67.8% | $96,576-66.4% | $137,256-76.3% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 16.51% | 38.16%-21.7pp | 38.47%-22.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $4,330 | $3,809+13.7% | $3,553+21.9% | $4,156+4.2% |
| Participant deferral / active EE | $6,344 | $8,286-23.4% | $7,956-20.3% | $6,407-1.0% |
| Admin fee / account holder | $3,320 | $11,312-70.6% | $11,381-70.8% | $12,270-72.9% |