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 | $29,760 | $106,584-72.1% | $101,326-70.6% | $142,382-79.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 81.5%+10.8pp | 80.1%+12.2pp |
| Annual return | 71.39% | 36.93%+34.5pp | 36.82%+34.6pp | 217.08%-145.7pp |
| Employer contribution / active EE | $4,357 | $3,956+10.1% | $3,665+18.9% | $4,299+1.4% |
| Participant deferral / active EE | $6,680 | $8,297-19.5% | $7,994-16.4% | $6,507+2.7% |
| Admin fee / account holder | $16,231 | $11,446+41.8% | $11,185+45.1% | $12,624+28.6% |