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 | $40,386 | $177,572-77.3% | $154,803-73.9% | $142,382-71.6% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 15.39% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,823 | $4,810-41.3% | $4,305-34.4% | $4,299-34.3% |
| Participant deferral / active EE | $3,950 | $6,272-37.0% | $5,540-28.7% | $6,507-39.3% |
| Admin fee / account holder | $861 | $16,786-94.9% | $14,329-94.0% | $12,624-93.2% |