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 | $14,534 | $177,572-91.8% | $154,803-90.6% | $142,382-89.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 21.43% | 65.07%-43.6pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,662 | $4,810-65.4% | $4,305-61.4% | $4,299-61.3% |
| Participant deferral / active EE | $2,588 | $6,272-58.7% | $5,540-53.3% | $6,507-60.2% |
| Admin fee / account holder | $825 | $16,786-95.1% | $14,329-94.2% | $12,624-93.5% |