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 | $45,443 | $178,174-74.5% | $156,181-70.9% | $137,256-66.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 15.22% | 84.19%-69.0pp | 64.87%-49.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $7,885 | $4,972+58.6% | $4,294+83.6% | $4,156+89.7% |
| Participant deferral / active EE | $9,609 | $6,888+39.5% | $6,132+56.7% | $6,407+50.0% |
| Admin fee / account holder | $5,638 | $17,404-67.6% | $14,586-61.3% | $12,270-54.0% |