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 | $47,474 | $71,050-33.2% | $93,606-49.3% | $80,856-41.3% |
| Participation rate | 86.8% | 60.4%+26.4pp | 68.7%+18.1pp | 67.6%+19.2pp |
| Annual return | 21.61% | 11.26%+10.3pp | 133.20%-111.6pp | 35.59%-14.0pp |
| Employer contribution / active EE | $1,978 | $1,564+26.5% | $2,420-18.3% | $2,755-28.2% |
| Participant deferral / active EE | $7,657 | $4,034+89.8% | $4,411+73.6% | $4,296+78.2% |
| Admin fee / account holder | $8,747 | $6,945+26.0% | $8,285+5.6% | $6,918+26.4% |