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 | $136,397 | $214,378-36.4% | $200,582-32.0% | $142,382-4.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 12.53% | 46.41%-33.9pp | 42.33%-29.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,068 | $6,841-69.8% | $6,419-67.8% | $4,299-51.9% |
| Participant deferral / active EE | $12,822 | $9,865+30.0% | $9,331+37.4% | $6,507+97.0% |
| Admin fee / account holder | $40,429 | $17,692+128.5% | $16,305+148.0% | $12,624+220.3% |