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 | $45,381 | $201,272-77.5% | $184,203-75.4% | $145,922-68.9% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.2pp |
| Annual return | 35.82% | 29.00%+6.8pp | 28.81%+7.0pp | 561.29%-525.5pp |
| Employer contribution / active EE | $10,497 | $7,022+49.5% | $6,427+63.3% | $4,660+125.3% |
| Participant deferral / active EE | $8,542 | $9,806-12.9% | $9,131-6.4% | $6,688+27.7% |
| Admin fee / account holder | $2,191 | $16,364-86.6% | $13,901-84.2% | $13,397-83.6% |