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 | $28,220 | $154,228-81.7% | $145,433-80.6% | $137,256-79.4% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 23.10% | 74.59%-51.5pp | 66.58%-43.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,851 | $4,804-40.7% | $4,554-37.4% | $4,156-31.4% |
| Participant deferral / active EE | $10,702 | $8,216+30.2% | $7,897+35.5% | $6,407+67.0% |
| Admin fee / account holder | $1,042 | $14,344-92.7% | $13,129-92.1% | $12,270-91.5% |