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 | $54,922 | $179,726-69.4% | $156,263-64.9% | $142,382-61.4% |
| Participation rate | 94.1% | 82.1%+12.0pp | 78.9%+15.2pp | 80.1%+14.0pp |
| Annual return | 21.49% | 77.86%-56.4pp | 59.47%-38.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $4,985 | $5,069-1.7% | $4,333+15.1% | $4,299+16.0% |
| Participant deferral / active EE | $8,585 | $6,956+23.4% | $6,158+39.4% | $6,507+31.9% |
| Admin fee / account holder | $1,329 | $17,272-92.3% | $14,255-90.7% | $12,624-89.5% |