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 | $69,478 | $154,228-55.0% | $145,433-52.2% | $137,256-49.4% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 29.87% | 74.59%-44.7pp | 66.58%-36.7pp | 220.34%-190.5pp |
| Employer contribution / active EE | $9,016 | $4,804+87.7% | $4,554+98.0% | $4,156+116.9% |
| Participant deferral / active EE | $15,402 | $8,216+87.5% | $7,897+95.0% | $6,407+140.4% |
| Admin fee / account holder | $14,864 | $14,344+3.6% | $13,129+13.2% | $12,270+21.1% |