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 | $32,703 | $148,534-78.0% | $135,903-75.9% | $139,434-76.5% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 42.22% | 79.19%-37.0pp | 68.23%-26.0pp | 372.94%-330.7pp |
| Employer contribution / active EE | $8,855 | $5,243+68.9% | $4,856+82.3% | $4,751+86.4% |
| Participant deferral / active EE | $13,857 | $8,100+71.1% | $7,758+78.6% | $6,710+106.5% |
| Admin fee / account holder | $1,322 | $12,400-89.3% | $10,762-87.7% | $11,403-88.4% |