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 6-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 | $34,871 | $158,398-78.0% | $126,539-72.4% | $142,382-75.5% |
| Participation rate | 90.0% | 75.8%+14.2pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 21.47% | 593.76%-572.3pp | 425.95%-404.5pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,802 | $4,650-61.2% | $3,674-50.9% | $4,299-58.1% |
| Participant deferral / active EE | $5,461 | $4,767+14.6% | $4,083+33.8% | $6,507-16.1% |
| Admin fee / account holder | $644 | $6,918-90.7% | $6,065-89.4% | $12,624-94.9% |