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 | $45,560 | $138,347-67.1% | $184,203-75.3% | $80,856-43.7% |
| Participation rate | 89.7% | 83.9%+5.9pp | 86.8%+2.9pp | 67.6%+22.1pp |
| Annual return | 28.67% | 20.02%+8.7pp | 28.81%-0.1pp | 35.59%-6.9pp |
| Employer contribution / active EE | $4,961 | $4,850+2.3% | $6,427-22.8% | $2,755+80.1% |
| Participant deferral / active EE | $10,622 | $7,071+50.2% | $9,131+16.3% | $4,296+147.3% |
| Admin fee / account holder | $2,162 | $10,483-79.4% | $13,901-84.4% | $6,918-68.7% |