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 | $81,961 | $201,272-59.3% | $184,203-55.5% | $145,922-43.8% |
| Participation rate | 94.7% | 87.5%+7.2pp | 86.8%+7.9pp | 80.3%+14.5pp |
| Annual return | 11.08% | 29.00%-17.9pp | 28.81%-17.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,027 | $7,022-71.1% | $6,427-68.5% | $4,660-56.5% |
| Participant deferral / active EE | $4,475 | $9,806-54.4% | $9,131-51.0% | $6,688-33.1% |
| Admin fee / account holder | $3,159 | $16,364-80.7% | $13,901-77.3% | $13,397-76.4% |