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 | $52,467 | $154,228-66.0% | $145,433-63.9% | $137,256-61.8% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 26.71% | 74.59%-47.9pp | 66.58%-39.9pp | 220.34%-193.6pp |
| Employer contribution / active EE | $8,262 | $4,804+72.0% | $4,554+81.4% | $4,156+98.8% |
| Participant deferral / active EE | $13,550 | $8,216+64.9% | $7,897+71.6% | $6,407+111.5% |
| Admin fee / account holder | $4,818 | $14,344-66.4% | $13,129-63.3% | $12,270-60.7% |