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 | $45,259 | $172,111-73.7% | $150,298-69.9% | $137,256-67.0% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 49.17% | 69.37%-20.2pp | 62.79%-13.6pp | 220.34%-171.2pp |
| Employer contribution / active EE | $1,700 | $4,636-63.3% | $4,154-59.1% | $4,156-59.1% |
| Participant deferral / active EE | $3,177 | $6,166-48.5% | $5,453-41.7% | $6,407-50.4% |
| Admin fee / account holder | $335 | $16,471-98.0% | $14,116-97.6% | $12,270-97.3% |