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 | $154,228-64.9% | $145,433-62.8% | $137,256-60.6% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 28.41% | 74.59%-46.2pp | 66.58%-38.2pp | 220.34%-191.9pp |
| Employer contribution / active EE | $14,480 | $4,804+201.4% | $4,554+217.9% | $4,156+248.4% |
| Participant deferral / active EE | $14,408 | $8,216+75.4% | $7,897+82.4% | $6,407+124.9% |
| Admin fee / account holder | $5,591 | $14,344-61.0% | $13,129-57.4% | $12,270-54.4% |