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 | $41,670 | $177,572-76.5% | $154,803-73.1% | $142,382-70.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 20.27% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,757 | $4,810-42.7% | $4,305-36.0% | $4,299-35.9% |
| Participant deferral / active EE | $6,142 | $6,272-2.1% | $5,540+10.9% | $6,507-5.6% |
| Admin fee / account holder | $318 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |