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 | $77,253 | $148,978-48.1% | $200,582-61.5% | $84,808-8.9% |
| Participation rate | 90.0% | 84.2%+5.8pp | 86.9%+3.1pp | 68.3%+21.7pp |
| Annual return | 17.57% | 28.16%-10.6pp | 42.33%-24.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,606 | $4,815-4.3% | $6,419-28.2% | $2,631+75.1% |
| Participant deferral / active EE | $10,517 | $7,142+47.3% | $9,331+12.7% | $4,212+149.7% |
| Admin fee / account holder | $1,991 | $13,977-85.8% | $16,305-87.8% | $7,344-72.9% |