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 | $39,702 | $185,822-78.6% | $169,993-76.6% | $139,434-71.5% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 45.03% | 60.50%-15.5pp | 53.37%-8.3pp | 372.94%-327.9pp |
| Employer contribution / active EE | $4,549 | $7,590-40.1% | $6,785-33.0% | $4,751-4.2% |
| Participant deferral / active EE | $17,912 | $11,622+54.1% | $10,408+72.1% | $6,710+166.9% |
| Admin fee / account holder | $544 | $15,381-96.5% | $12,815-95.8% | $11,403-95.2% |