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 | $29,768 | $114,381-74.0% | $107,525-72.3% | $142,382-79.1% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.1%+9.9pp | 80.1%+4.9pp |
| Annual return | 19.94% | 242.71%-222.8pp | 181.32%-161.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,841 | $4,015-4.3% | $3,754+2.3% | $4,299-10.7% |
| Participant deferral / active EE | $4,958 | $5,564-10.9% | $5,116-3.1% | $6,507-23.8% |
| Admin fee / account holder | $3,256 | $9,860-67.0% | $8,919-63.5% | $12,624-74.2% |