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 3-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 | $30,416 | $117,983-74.2% | $101,794-70.1% | $142,382-78.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 384.32% | 36.92%+347.4pp | 30.53%+353.8pp | 217.08%+167.2pp |
| Employer contribution / active EE | $1,312 | $2,773-52.7% | $2,289-42.7% | $4,299-69.5% |
| Participant deferral / active EE | $3,763 | $4,714-20.2% | $4,084-7.9% | $6,507-42.2% |
| Admin fee / account holder | $3,864 | $10,433-63.0% | $8,777-56.0% | $12,624-69.4% |