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 | $26,309 | $183,519-85.7% | $155,509-83.1% | $145,922-82.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.33% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,352 | $5,313-74.5% | $4,672-71.1% | $4,660-71.0% |
| Participant deferral / active EE | $2,984 | $6,462-53.8% | $5,626-47.0% | $6,688-55.4% |
| Admin fee / account holder | $754 | $19,313-96.1% | $15,912-95.3% | $13,397-94.4% |