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 | $81,982 | $159,602-48.6% | $150,045-45.4% | $142,382-42.4% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 19.27% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,951 | $4,961-0.2% | $4,693+5.5% | $4,299+15.2% |
| Participant deferral / active EE | $10,270 | $8,310+23.6% | $7,997+28.4% | $6,507+57.8% |
| Admin fee / account holder | $11,977 | $14,846-19.3% | $13,435-10.9% | $12,624-5.1% |