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 | $37,758 | $154,117-75.5% | $129,995-71.0% | $139,434-72.9% |
| Participation rate | 84.2% | 82.0%+2.3pp | 78.5%+5.7pp | 80.3%+3.9pp |
| Annual return | 22.55% | 32.48%-9.9pp | -137.18%+159.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,077 | $5,289-60.7% | $4,320-51.9% | $4,751-56.3% |
| Participant deferral / active EE | $6,851 | $6,710+2.1% | $5,820+17.7% | $6,710+2.1% |
| Admin fee / account holder | $333 | $14,007-97.6% | $10,614-96.9% | $11,403-97.1% |