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 | $54,059 | $159,602-66.1% | $150,045-64.0% | $142,382-62.0% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 28.41% | 70.24%-41.8pp | 62.55%-34.1pp | 217.08%-188.7pp |
| Employer contribution / active EE | $14,480 | $4,961+191.9% | $4,693+208.5% | $4,299+236.8% |
| Participant deferral / active EE | $14,408 | $8,310+73.4% | $7,997+80.2% | $6,507+121.4% |
| Admin fee / account holder | $5,591 | $14,846-62.3% | $13,435-58.4% | $12,624-55.7% |