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 | $62,851 | $117,983-46.7% | $101,794-38.3% | $142,382-55.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 21.89% | 36.92%-15.0pp | 30.53%-8.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $4,463 | $2,773+61.0% | $2,289+95.0% | $4,299+3.8% |
| Participant deferral / active EE | $10,267 | $4,714+117.8% | $4,084+151.4% | $6,507+57.8% |
| Admin fee / account holder | $3,742 | $10,433-64.1% | $8,777-57.4% | $12,624-70.4% |