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 | $159,602-70.4% | $150,045-68.5% | $142,382-66.8% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.3%+8.2pp | 80.1%+10.4pp |
| Annual return | 22.23% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $19,002 | $4,961+283.1% | $4,693+304.9% | $4,299+342.0% |
| Participant deferral / active EE | $29,807 | $8,310+258.7% | $7,997+272.7% | $6,507+358.1% |
| Admin fee / account holder | $20,845 | $14,846+40.4% | $13,435+55.2% | $12,624+65.1% |