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 3-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 | $29,318 | $177,572-83.5% | $154,803-81.1% | $142,382-79.4% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.1%+8.3pp | 80.1%+6.2pp |
| Annual return | 64.24% | 65.07%-0.8pp | 58.88%+5.4pp | 217.08%-152.8pp |
| Employer contribution / active EE | $1,487 | $4,810-69.1% | $4,305-65.5% | $4,299-65.4% |
| Participant deferral / active EE | $4,352 | $6,272-30.6% | $5,540-21.5% | $6,507-33.1% |
| Admin fee / account holder | $358 | $16,786-97.9% | $14,329-97.5% | $12,624-97.2% |