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 | $36,260 | $177,572-79.6% | $154,803-76.6% | $142,382-74.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 15.02% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $6,817 | $4,810+41.7% | $4,305+58.3% | $4,299+58.6% |
| Participant deferral / active EE | $10,571 | $6,272+68.6% | $5,540+90.8% | $6,507+62.4% |
| Admin fee / account holder | $10,060 | $16,786-40.1% | $14,329-29.8% | $12,624-20.3% |