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 | $56,050 | $154,228-63.7% | $145,433-61.5% | $137,256-59.2% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 27.49% | 74.59%-47.1pp | 66.58%-39.1pp | 220.34%-192.9pp |
| Employer contribution / active EE | $2,556 | $4,804-46.8% | $4,554-43.9% | $4,156-38.5% |
| Participant deferral / active EE | $4,032 | $8,216-50.9% | $7,897-48.9% | $6,407-37.1% |
| Admin fee / account holder | $5,398 | $14,344-62.4% | $13,129-58.9% | $12,270-56.0% |