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 | $36,177 | $108,919-66.8% | $100,391-64.0% | $145,922-75.2% |
| Participation rate | 91.7% | 82.9%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 11.13% | 57.88%-46.8pp | 49.20%-38.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $5,673 | $4,419+28.4% | $3,942+43.9% | $4,660+21.7% |
| Participant deferral / active EE | $4,377 | $8,445-48.2% | $8,082-45.8% | $6,688-34.6% |
| Admin fee / account holder | $1,210 | $9,689-87.5% | $7,899-84.7% | $13,397-91.0% |