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 | $118,324 | $148,534-20.3% | $135,903-12.9% | $139,434-15.1% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 12.69% | 79.19%-66.5pp | 68.23%-55.5pp | 372.94%-360.3pp |
| Employer contribution / active EE | $3,240 | $5,243-38.2% | $4,856-33.3% | $4,751-31.8% |
| Participant deferral / active EE | $16,626 | $8,100+105.3% | $7,758+114.3% | $6,710+147.8% |
| Admin fee / account holder | $8,935 | $12,400-27.9% | $10,762-17.0% | $11,403-21.6% |