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 | $39,153 | $159,602-75.5% | $150,045-73.9% | $142,382-72.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 23.88% | 70.24%-46.4pp | 62.55%-38.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,858 | $4,961-42.4% | $4,693-39.1% | $4,299-33.5% |
| Participant deferral / active EE | $10,979 | $8,310+32.1% | $7,997+37.3% | $6,507+68.7% |
| Admin fee / account holder | $364 | $14,846-97.6% | $13,435-97.3% | $12,624-97.1% |