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 | $37,190 | $106,749-65.2% | $145,433-74.4% | $82,448-54.9% |
| Participation rate | 87.0% | 75.6%+11.4pp | 82.1%+4.9pp | 68.1%+19.0pp |
| Annual return | 186.10% | 27.59%+158.5pp | 66.58%+119.5pp | 41.64%+144.5pp |
| Employer contribution / active EE | $1,541 | $3,444-55.3% | $4,554-66.2% | $2,551-39.6% |
| Participant deferral / active EE | $8,146 | $6,519+25.0% | $7,897+3.1% | $4,139+96.8% |
| Admin fee / account holder | $2,243 | $8,390-73.3% | $13,129-82.9% | $7,234-69.0% |