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 | $70,653 | $74,888-5.7% | $71,209-0.8% | $142,382-50.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 15.81% | 345.14%-329.3pp | 282.51%-266.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,978 | $2,854+39.4% | $2,721+46.2% | $4,299-7.5% |
| Participant deferral / active EE | $5,481 | $4,454+23.1% | $4,175+31.3% | $6,507-15.8% |
| Admin fee / account holder | $16,788 | $5,568+201.5% | $5,349+213.9% | $12,624+33.0% |