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 | $38,888 | $159,602-75.6% | $150,045-74.1% | $142,382-72.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 21.97% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $4,322 | $4,961-12.9% | $4,693-7.9% | $4,299+0.5% |
| Participant deferral / active EE | $7,396 | $8,310-11.0% | $7,997-7.5% | $6,507+13.7% |
| Admin fee / account holder | $352 | $14,846-97.6% | $13,435-97.4% | $12,624-97.2% |