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 8-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 | $72,410 | $177,572-59.2% | $154,803-53.2% | $142,382-49.1% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.1%+17.8pp | 80.1%+15.7pp |
| Annual return | 30.56% | 65.07%-34.5pp | 58.88%-28.3pp | 217.08%-186.5pp |
| Employer contribution / active EE | $8,282 | $4,810+72.2% | $4,305+92.4% | $4,299+92.6% |
| Participant deferral / active EE | $7,830 | $6,272+24.9% | $5,540+41.3% | $6,507+20.3% |
| Admin fee / account holder | $2,720 | $16,786-83.8% | $14,329-81.0% | $12,624-78.4% |