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 | $47,307 | $175,202-73.0% | $149,673-68.4% | $139,434-66.1% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 20.79% | 166.71%-145.9pp | 134.42%-113.6pp | 372.94%-352.2pp |
| Employer contribution / active EE | $4,131 | $5,474-24.5% | $4,818-14.3% | $4,751-13.1% |
| Participant deferral / active EE | $6,998 | $6,519+7.3% | $5,680+23.2% | $6,710+4.3% |
| Admin fee / account holder | $9,945 | $16,150-38.4% | $13,210-24.7% | $11,403-12.8% |