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 | $29,197 | $114,381-74.5% | $107,525-72.8% | $142,382-79.5% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 21.43% | 242.71%-221.3pp | 181.32%-159.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,469 | $4,015-13.6% | $3,754-7.6% | $4,299-19.3% |
| Participant deferral / active EE | $6,456 | $5,564+16.0% | $5,116+26.2% | $6,507-0.8% |
| Admin fee / account holder | $930 | $9,860-90.6% | $8,919-89.6% | $12,624-92.6% |