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 | $47,228 | $154,228-69.4% | $145,433-67.5% | $137,256-65.6% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 80.0%+10.5pp |
| Annual return | 22.23% | 74.59%-52.4pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $19,002 | $4,804+295.6% | $4,554+317.2% | $4,156+357.2% |
| Participant deferral / active EE | $29,807 | $8,216+262.8% | $7,897+277.4% | $6,407+365.2% |
| Admin fee / account holder | $20,845 | $14,344+45.3% | $13,129+58.8% | $12,270+69.9% |