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 | $56,019 | $159,602-64.9% | $150,045-62.7% | $142,382-60.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 16.74% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $7,247 | $4,961+46.1% | $4,693+54.4% | $4,299+68.6% |
| Participant deferral / active EE | $9,433 | $8,310+13.5% | $7,997+18.0% | $6,507+45.0% |
| Admin fee / account holder | $1,344 | $14,846-91.0% | $13,435-90.0% | $12,624-89.4% |