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 | $26,385 | $159,602-83.5% | $150,045-82.4% | $142,382-81.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 23.71% | 70.24%-46.5pp | 62.55%-38.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,882 | $4,961-62.1% | $4,693-59.9% | $4,299-56.2% |
| Participant deferral / active EE | $3,009 | $8,310-63.8% | $7,997-62.4% | $6,507-53.8% |
| Admin fee / account holder | $996 | $14,846-93.3% | $13,435-92.6% | $12,624-92.1% |