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 | $73,201 | $117,983-38.0% | $101,794-28.1% | $142,382-48.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 19.51% | 36.92%-17.4pp | 30.53%-11.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $7,106 | $2,773+156.3% | $2,289+210.5% | $4,299+65.3% |
| Participant deferral / active EE | $6,434 | $4,714+36.5% | $4,084+57.5% | $6,507-1.1% |
| Admin fee / account holder | $6,680 | $10,433-36.0% | $8,777-23.9% | $12,624-47.1% |