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 | $25,337 | $183,592-86.2% | $155,567-83.7% | $145,959-82.6% |
| Participation rate | 95.8% | 82.7%+13.2pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 11.35% | 61.24%-49.9pp | 64.74%-53.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,643 | $5,315-50.3% | $4,674-43.5% | $4,661-43.3% |
| Participant deferral / active EE | $4,865 | $6,464-24.7% | $5,628-13.6% | $6,689-27.3% |
| Admin fee / account holder | $1,188 | $19,318-93.8% | $15,916-92.5% | $13,398-91.1% |