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 | $28,676 | $214,378-86.6% | $200,582-85.7% | $142,382-79.9% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 49.05% | 46.41%+2.6pp | 42.33%+6.7pp | 217.08%-168.0pp |
| Employer contribution / active EE | $3,288 | $6,841-51.9% | $6,419-48.8% | $4,299-23.5% |
| Participant deferral / active EE | $14,288 | $9,865+44.8% | $9,331+53.1% | $6,507+119.6% |
| Admin fee / account holder | $5,575 | $17,692-68.5% | $16,305-65.8% | $12,624-55.8% |