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 | $44,861 | $159,602-71.9% | $150,045-70.1% | $142,382-68.5% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 27.13% | 70.24%-43.1pp | 62.55%-35.4pp | 217.08%-189.9pp |
| Employer contribution / active EE | $3,475 | $4,961-30.0% | $4,693-26.0% | $4,299-19.2% |
| Participant deferral / active EE | $7,392 | $8,310-11.0% | $7,997-7.6% | $6,507+13.6% |
| Admin fee / account holder | $1,065 | $14,846-92.8% | $13,435-92.1% | $12,624-91.6% |