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 | $57,972 | $159,602-63.7% | $150,045-61.4% | $142,382-59.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 18.92% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,435 | $4,961-50.9% | $4,693-48.1% | $4,299-43.4% |
| Participant deferral / active EE | $6,616 | $8,310-20.4% | $7,997-17.3% | $6,507+1.7% |
| Admin fee / account holder | $14,219 | $14,846-4.2% | $13,435+5.8% | $12,624+12.6% |