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 | $45,682 | $183,519-75.1% | $155,509-70.6% | $145,922-68.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 16.06% | 61.17%-45.1pp | 64.67%-48.6pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,626 | $5,313-50.6% | $4,672-43.8% | $4,660-43.7% |
| Participant deferral / active EE | $7,876 | $6,462+21.9% | $5,626+40.0% | $6,688+17.8% |
| Admin fee / account holder | $485 | $19,313-97.5% | $15,912-97.0% | $13,397-96.4% |