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 | $45,901 | $114,381-59.9% | $107,525-57.3% | $142,382-67.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 19.54% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,475 | $4,015-38.4% | $3,754-34.1% | $4,299-42.4% |
| Participant deferral / active EE | $7,082 | $5,564+27.3% | $5,116+38.4% | $6,507+8.8% |
| Admin fee / account holder | $2,278 | $9,860-76.9% | $8,919-74.5% | $12,624-82.0% |