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 | $32,555 | $148,534-78.1% | $135,903-76.0% | $139,434-76.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 20.15% | 79.19%-59.0pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,074 | $5,243-60.5% | $4,856-57.3% | $4,751-56.4% |
| Participant deferral / active EE | $5,329 | $8,100-34.2% | $7,758-31.3% | $6,710-20.6% |
| Admin fee / account holder | $7,716 | $12,400-37.8% | $10,762-28.3% | $11,403-32.3% |