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 | $94,793 | $154,228-38.5% | $145,433-34.8% | $137,256-30.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 20.46% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $7,648 | $4,804+59.2% | $4,554+67.9% | $4,156+84.0% |
| Participant deferral / active EE | $17,509 | $8,216+113.1% | $7,897+121.7% | $6,407+173.3% |
| Admin fee / account holder | $4,073 | $14,344-71.6% | $13,129-69.0% | $12,270-66.8% |