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 | $48,045 | $114,381-58.0% | $107,525-55.3% | $142,382-66.3% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 17.28% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $12,116 | $4,015+201.8% | $3,754+222.8% | $4,299+181.8% |
| Participant deferral / active EE | $10,037 | $5,564+80.4% | $5,116+96.2% | $6,507+54.2% |
| Admin fee / account holder | $12,917 | $9,860+31.0% | $8,919+44.8% | $12,624+2.3% |