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 | $39,569 | $110,094-64.1% | $151,611-73.9% | $68,494-42.2% |
| Participation rate | 91.8% | 84.0%+7.8pp | 87.5%+4.3pp | 67.9%+23.9pp |
| Annual return | 48.88% | -10.12%+59.0pp | 3.33%+45.6pp | -7.84%+56.7pp |
| Employer contribution / active EE | $2,369 | $4,471-47.0% | $6,166-61.6% | $2,596-8.8% |
| Participant deferral / active EE | $7,018 | $6,527+7.5% | $8,363-16.1% | $4,027+74.3% |
| Admin fee / account holder | $1,335 | $7,719-82.7% | $11,616-88.5% | $5,403-75.3% |