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 | $17,669 | $177,572-90.0% | $154,803-88.6% | $142,382-87.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 15.49% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,506 | $4,810-47.9% | $4,305-41.8% | $4,299-41.7% |
| Participant deferral / active EE | $3,985 | $6,272-36.5% | $5,540-28.1% | $6,507-38.8% |
| Admin fee / account holder | $4,492 | $16,786-73.2% | $14,329-68.7% | $12,624-64.4% |