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 | $19,129 | $177,572-89.2% | $154,803-87.6% | $142,382-86.6% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.1%+16.7pp | 80.1%+14.6pp |
| Annual return | 16.50% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,522 | $4,810-68.4% | $4,305-64.6% | $4,299-64.6% |
| Participant deferral / active EE | $5,928 | $6,272-5.5% | $5,540+7.0% | $6,507-8.9% |
| Admin fee / account holder | $5,069 | $16,786-69.8% | $14,329-64.6% | $12,624-59.8% |