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 | $22,481 | $177,572-87.3% | $154,803-85.5% | $142,382-84.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 23.51% | 65.07%-41.6pp | 58.88%-35.4pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,204 | $4,810-75.0% | $4,305-72.0% | $4,299-72.0% |
| Participant deferral / active EE | $3,228 | $6,272-48.5% | $5,540-41.7% | $6,507-50.4% |
| Admin fee / account holder | $2,301 | $16,786-86.3% | $14,329-83.9% | $12,624-81.8% |