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 | $179,726-74.7% | $156,263-70.9% | $142,382-68.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 15.22% | 77.86%-62.6pp | 59.47%-44.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $7,885 | $5,069+55.5% | $4,333+82.0% | $4,299+83.4% |
| Participant deferral / active EE | $9,609 | $6,956+38.1% | $6,158+56.0% | $6,507+47.7% |
| Admin fee / account holder | $5,638 | $17,272-67.4% | $14,255-60.4% | $12,624-55.3% |