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 | $60,326 | $154,228-60.9% | $145,433-58.5% | $137,256-56.0% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.5pp | 80.0%+15.7pp |
| Annual return | 21.92% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $3,829 | $4,804-20.3% | $4,554-15.9% | $4,156-7.9% |
| Participant deferral / active EE | $10,004 | $8,216+21.8% | $7,897+26.7% | $6,407+56.1% |
| Admin fee / account holder | $2,109 | $14,344-85.3% | $13,129-83.9% | $12,270-82.8% |