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 5-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 | $37,925 | $177,572-78.6% | $154,803-75.5% | $142,382-73.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 19.41% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $6,610 | $4,810+37.4% | $4,305+53.5% | $4,299+53.8% |
| Participant deferral / active EE | $6,568 | $6,272+4.7% | $5,540+18.5% | $6,507+0.9% |
| Admin fee / account holder | $660 | $16,786-96.1% | $14,329-95.4% | $12,624-94.8% |