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 | $19,514 | $148,534-86.9% | $135,903-85.6% | $139,434-86.0% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 34.76% | 79.19%-44.4pp | 68.23%-33.5pp | 372.94%-338.2pp |
| Employer contribution / active EE | $4,159 | $5,243-20.7% | $4,856-14.4% | $4,751-12.5% |
| Participant deferral / active EE | $8,978 | $8,100+10.8% | $7,758+15.7% | $6,710+33.8% |
| Admin fee / account holder | $2,479 | $12,400-80.0% | $10,762-77.0% | $11,403-78.3% |