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 | $53,060 | $177,572-70.1% | $154,803-65.7% | $142,382-62.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 18.18% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,249 | $4,810-32.5% | $4,305-24.5% | $4,299-24.4% |
| Participant deferral / active EE | $7,144 | $6,272+13.9% | $5,540+28.9% | $6,507+9.8% |
| Admin fee / account holder | $1,071 | $16,786-93.6% | $14,329-92.5% | $12,624-91.5% |