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 | $96,526 | $159,602-39.5% | $150,045-35.7% | $142,382-32.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 17.62% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $14,061 | $4,961+183.5% | $4,693+199.6% | $4,299+227.1% |
| Participant deferral / active EE | $36,347 | $8,310+337.4% | $7,997+354.5% | $6,507+458.6% |
| Admin fee / account holder | $17,490 | $14,846+17.8% | $13,435+30.2% | $12,624+38.5% |