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 | $18,649 | $177,572-89.5% | $154,803-88.0% | $142,382-86.9% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 15.63% | 65.07%-49.4pp | 58.88%-43.3pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,153 | $4,810-55.2% | $4,305-50.0% | $4,299-49.9% |
| Participant deferral / active EE | $4,032 | $6,272-35.7% | $5,540-27.2% | $6,507-38.0% |
| Admin fee / account holder | $615 | $16,786-96.3% | $14,329-95.7% | $12,624-95.1% |