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 | $46,842 | $105,126-55.4% | $94,646-50.5% | $139,434-66.4% |
| Participation rate | 81.0% | 82.4%-1.4pp | 80.8%+0.1pp | 80.3%+0.6pp |
| Annual return | 23.88% | 38.03%-14.2pp | 156.71%-132.8pp | 372.94%-349.1pp |
| Employer contribution / active EE | $3,917 | $4,106-4.6% | $3,672+6.7% | $4,751-17.5% |
| Participant deferral / active EE | $9,589 | $7,599+26.2% | $7,418+29.3% | $6,710+42.9% |
| Admin fee / account holder | $12,416 | $8,984+38.2% | $7,231+71.7% | $11,403+8.9% |