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 | $60,284 | $148,978-59.5% | $200,582-69.9% | $84,808-28.9% |
| Participation rate | 85.3% | 84.2%+1.1pp | 86.9%-1.6pp | 68.3%+17.0pp |
| Annual return | 22.04% | 28.16%-6.1pp | 42.33%-20.3pp | 40.90%-18.9pp |
| Employer contribution / active EE | $2,512 | $4,815-47.8% | $6,419-60.9% | $2,631-4.5% |
| Participant deferral / active EE | $7,375 | $7,142+3.3% | $9,331-21.0% | $4,212+75.1% |
| Admin fee / account holder | $512 | $13,977-96.3% | $16,305-96.9% | $7,344-93.0% |