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 | $47,402 | $159,602-70.3% | $150,045-68.4% | $142,382-66.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 16.77% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $9,616 | $4,961+93.8% | $4,693+104.9% | $4,299+123.7% |
| Participant deferral / active EE | $20,111 | $8,310+142.0% | $7,997+151.5% | $6,507+209.1% |
| Admin fee / account holder | $16,366 | $14,846+10.2% | $13,435+21.8% | $12,624+29.6% |