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 | $38,234 | $154,228-75.2% | $145,433-73.7% | $137,256-72.1% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 22.74% | 74.59%-51.8pp | 66.58%-43.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,756 | $4,804-42.6% | $4,554-39.5% | $4,156-33.7% |
| Participant deferral / active EE | $8,872 | $8,216+8.0% | $7,897+12.3% | $6,407+38.5% |
| Admin fee / account holder | $2,762 | $14,344-80.7% | $13,129-79.0% | $12,270-77.5% |