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 | $46,515 | $214,378-78.3% | $200,582-76.8% | $142,382-67.3% |
| Participation rate | 95.2% | 87.4%+7.8pp | 86.9%+8.4pp | 80.1%+15.1pp |
| Annual return | 35.05% | 46.41%-11.4pp | 42.33%-7.3pp | 217.08%-182.0pp |
| Employer contribution / active EE | $6,540 | $6,841-4.4% | $6,419+1.9% | $4,299+52.1% |
| Participant deferral / active EE | $15,660 | $9,865+58.7% | $9,331+67.8% | $6,507+140.7% |
| Admin fee / account holder | $3,412 | $17,692-80.7% | $16,305-79.1% | $12,624-73.0% |