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 | $113,496 | $214,378-47.1% | $200,582-43.4% | $142,382-20.3% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 15.10% | 46.41%-31.3pp | 42.33%-27.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $8,800 | $6,841+28.6% | $6,419+37.1% | $4,299+104.7% |
| Participant deferral / active EE | $17,954 | $9,865+82.0% | $9,331+92.4% | $6,507+175.9% |
| Admin fee / account holder | $7,373 | $17,692-58.3% | $16,305-54.8% | $12,624-41.6% |