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 | $17,893 | $105,126-83.0% | $94,646-81.1% | $139,434-87.2% |
| Participation rate | 85.0% | 82.4%+2.6pp | 80.8%+4.2pp | 80.3%+4.7pp |
| Annual return | 44.30% | 38.03%+6.3pp | 156.71%-112.4pp | 372.94%-328.6pp |
| Employer contribution / active EE | $3,505 | $4,106-14.6% | $3,672-4.5% | $4,751-26.2% |
| Participant deferral / active EE | $5,675 | $7,599-25.3% | $7,418-23.5% | $6,710-15.4% |
| Admin fee / account holder | $1,096 | $8,984-87.8% | $7,231-84.8% | $11,403-90.4% |