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 5-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 | $64,012 | $154,228-58.5% | $145,433-56.0% | $137,256-53.4% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 17.56% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,928 | $4,804-18.2% | $4,554-13.8% | $4,156-5.5% |
| Participant deferral / active EE | $10,701 | $8,216+30.2% | $7,897+35.5% | $6,407+67.0% |
| Admin fee / account holder | $23,219 | $14,344+61.9% | $13,129+76.8% | $12,270+89.2% |