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 | $22,036 | $177,572-87.6% | $154,803-85.8% | $142,382-84.5% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 21.02% | 65.07%-44.1pp | 58.88%-37.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,197 | $4,810-54.3% | $4,305-49.0% | $4,299-48.9% |
| Participant deferral / active EE | $2,849 | $6,272-54.6% | $5,540-48.6% | $6,507-56.2% |
| Admin fee / account holder | $453 | $16,786-97.3% | $14,329-96.8% | $12,624-96.4% |