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 | $32,015 | $177,572-82.0% | $154,803-79.3% | $142,382-77.5% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 19.77% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,713 | $4,810-22.8% | $4,305-13.8% | $4,299-13.6% |
| Participant deferral / active EE | $6,572 | $6,272+4.8% | $5,540+18.6% | $6,507+1.0% |
| Admin fee / account holder | $567 | $16,786-96.6% | $14,329-96.0% | $12,624-95.5% |