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 | $41,293 | $127,065-67.5% | $113,168-63.5% | $142,382-71.0% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 18.40% | 24.03%-5.6pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,228 | $3,442-64.3% | $2,975-58.7% | $4,299-71.4% |
| Participant deferral / active EE | $5,583 | $5,716-2.3% | $5,107+9.3% | $6,507-14.2% |
| Admin fee / account holder | $1,422 | $15,736-91.0% | $12,068-88.2% | $12,624-88.7% |