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 | $159,947 | $114,381+39.8% | $107,525+48.8% | $142,382+12.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 13.08% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,942 | $4,015-1.8% | $3,754+5.0% | $4,299-8.3% |
| Participant deferral / active EE | $16,449 | $5,564+195.6% | $5,116+221.5% | $6,507+152.8% |
| Admin fee / account holder | $27,770 | $9,860+181.6% | $8,919+211.4% | $12,624+120.0% |