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 | $87,460 | $114,381-23.5% | $107,525-18.7% | $142,382-38.6% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 19.37% | 242.71%-223.3pp | 181.32%-161.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $5,739 | $4,015+43.0% | $3,754+52.9% | $4,299+33.5% |
| Participant deferral / active EE | $9,785 | $5,564+75.9% | $5,116+91.3% | $6,507+50.4% |
| Admin fee / account holder | $5,822 | $9,860-41.0% | $8,919-34.7% | $12,624-53.9% |