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 | $35,262 | $177,572-80.1% | $154,803-77.2% | $142,382-75.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 14.88% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $6,490 | $4,810+34.9% | $4,305+50.7% | $4,299+50.9% |
| Participant deferral / active EE | $7,567 | $6,272+20.6% | $5,540+36.6% | $6,507+16.3% |
| Admin fee / account holder | $1,079 | $16,786-93.6% | $14,329-92.5% | $12,624-91.5% |