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 | $44,658 | $114,381-61.0% | $107,525-58.5% | $142,382-68.6% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 17.65% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,868 | $4,015-53.5% | $3,754-50.2% | $4,299-56.6% |
| Participant deferral / active EE | $6,186 | $5,564+11.2% | $5,116+20.9% | $6,507-4.9% |
| Admin fee / account holder | $9,448 | $9,860-4.2% | $8,919+5.9% | $12,624-25.2% |