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 | $28,452 | $202,432-85.9% | $169,368-83.2% | $139,434-79.6% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 21.88% | 531.74%-509.9pp | 405.60%-383.7pp | 372.94%-351.1pp |
| Employer contribution / active EE | $3,723 | $4,692-20.7% | $4,013-7.2% | $4,751-21.6% |
| Participant deferral / active EE | $6,040 | $6,938-12.9% | $6,221-2.9% | $6,710-10.0% |
| Admin fee / account holder | $2,869 | $10,708-73.2% | $9,003-68.1% | $11,403-74.8% |