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 | $74,143 | $114,381-35.2% | $107,525-31.0% | $142,382-47.9% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 16.91% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,564 | $4,015-36.1% | $3,754-31.7% | $4,299-40.4% |
| Participant deferral / active EE | $6,592 | $5,564+18.5% | $5,116+28.9% | $6,507+1.3% |
| Admin fee / account holder | $2,175 | $9,860-77.9% | $8,919-75.6% | $12,624-82.8% |