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 | $29,522 | $172,111-82.8% | $150,298-80.4% | $137,256-78.5% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 31.98% | 69.37%-37.4pp | 62.79%-30.8pp | 220.34%-188.4pp |
| Employer contribution / active EE | $2,747 | $4,636-40.7% | $4,154-33.9% | $4,156-33.9% |
| Participant deferral / active EE | $6,308 | $6,166+2.3% | $5,453+15.7% | $6,407-1.5% |
| Admin fee / account holder | $3,440 | $16,471-79.1% | $14,116-75.6% | $12,270-72.0% |