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 | $64,931 | $172,111-62.3% | $150,298-56.8% | $137,256-52.7% |
| Participation rate | 86.7% | 81.7%+5.0pp | 77.8%+8.9pp | 80.0%+6.7pp |
| Annual return | 24.88% | 69.37%-44.5pp | 62.79%-37.9pp | 220.34%-195.5pp |
| Employer contribution / active EE | $8,437 | $4,636+82.0% | $4,154+103.1% | $4,156+103.0% |
| Participant deferral / active EE | $4,535 | $6,166-26.4% | $5,453-16.8% | $6,407-29.2% |
| Admin fee / account holder | $1,086 | $16,471-93.4% | $14,116-92.3% | $12,270-91.1% |