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 | $114,617 | $185,822-38.3% | $169,993-32.6% | $139,434-17.8% |
| Participation rate | 95.2% | 87.8%+7.5pp | 87.0%+8.2pp | 80.3%+14.9pp |
| Annual return | 18.36% | 60.50%-42.1pp | 53.37%-35.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $4,304 | $7,590-43.3% | $6,785-36.6% | $4,751-9.4% |
| Participant deferral / active EE | $7,650 | $11,622-34.2% | $10,408-26.5% | $6,710+14.0% |
| Admin fee / account holder | $1,288 | $15,381-91.6% | $12,815-89.9% | $11,403-88.7% |