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 | $89,133 | $146,267-39.1% | $197,124-54.8% | $82,448+8.1% |
| Participation rate | 89.8% | 84.0%+5.8pp | 86.7%+3.1pp | 68.1%+21.8pp |
| Annual return | 27.66% | 29.61%-2.0pp | 44.34%-16.7pp | 41.64%-14.0pp |
| Employer contribution / active EE | $10,135 | $4,723+114.6% | $6,227+62.7% | $2,551+297.3% |
| Participant deferral / active EE | $15,206 | $7,035+116.2% | $9,135+66.5% | $4,139+267.4% |
| Admin fee / account holder | $3,217 | $14,422-77.7% | $16,298-80.3% | $7,234-55.5% |