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 | $38,648 | $148,534-74.0% | $135,903-71.6% | $139,434-72.3% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 21.26% | 79.19%-57.9pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $10,918 | $5,243+108.2% | $4,856+124.8% | $4,751+129.8% |
| Participant deferral / active EE | $10,537 | $8,100+30.1% | $7,758+35.8% | $6,710+57.0% |
| Admin fee / account holder | $1,654 | $12,400-86.7% | $10,762-84.6% | $11,403-85.5% |