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 6-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 | $42,913 | $175,202-75.5% | $149,673-71.3% | $139,434-69.2% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 14.54% | 166.71%-152.2pp | 134.42%-119.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $4,327 | $5,474-21.0% | $4,818-10.2% | $4,751-8.9% |
| Participant deferral / active EE | $4,362 | $6,519-33.1% | $5,680-23.2% | $6,710-35.0% |
| Admin fee / account holder | $1,547 | $16,150-90.4% | $13,210-88.3% | $11,403-86.4% |