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 | $51,373 | $178,174-71.2% | $156,181-67.1% | $137,256-62.6% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 16.98% | 84.19%-67.2pp | 64.87%-47.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,594 | $4,972-27.7% | $4,294-16.3% | $4,156-13.5% |
| Participant deferral / active EE | $6,094 | $6,888-11.5% | $6,132-0.6% | $6,407-4.9% |
| Admin fee / account holder | $1,842 | $17,404-89.4% | $14,586-87.4% | $12,270-85.0% |