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 5-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 | $45,867 | $172,478-73.4% | $145,661-68.5% | $142,382-67.8% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.2%+11.7pp | 80.1%+8.8pp |
| Annual return | 17.99% | 151.09%-133.1pp | 101.46%-83.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,304 | $4,899-32.6% | $4,238-22.0% | $4,299-23.1% |
| Participant deferral / active EE | $8,428 | $8,348+1.0% | $7,198+17.1% | $6,507+29.5% |
| Admin fee / account holder | $423 | $16,864-97.5% | $12,466-96.6% | $12,624-96.6% |