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 | $23,097 | $159,602-85.5% | $150,045-84.6% | $142,382-83.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 18.83% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,032 | $4,961-59.0% | $4,693-56.7% | $4,299-52.7% |
| Participant deferral / active EE | $3,690 | $8,310-55.6% | $7,997-53.9% | $6,507-43.3% |
| Admin fee / account holder | $543 | $14,846-96.3% | $13,435-96.0% | $12,624-95.7% |