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 | $64,011 | $159,602-59.9% | $150,045-57.3% | $142,382-55.0% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 18.55% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $11,850 | $4,961+138.9% | $4,693+152.5% | $4,299+175.6% |
| Participant deferral / active EE | $7,304 | $8,310-12.1% | $7,997-8.7% | $6,507+12.2% |
| Admin fee / account holder | $461 | $14,846-96.9% | $13,435-96.6% | $12,624-96.4% |