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 | $33,666 | $159,602-78.9% | $150,045-77.6% | $142,382-76.4% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 18.29% | 70.24%-51.9pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,418 | $4,961-51.2% | $4,693-48.5% | $4,299-43.7% |
| Participant deferral / active EE | $8,152 | $8,310-1.9% | $7,997+1.9% | $6,507+25.3% |
| Admin fee / account holder | $3,387 | $14,846-77.2% | $13,435-74.8% | $12,624-73.2% |