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 | $27,789 | $201,259-86.2% | $184,200-84.9% | $145,959-81.0% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 16.37% | 28.98%-12.6pp | 28.80%-12.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $2,397 | $7,018-65.8% | $6,424-62.7% | $4,661-48.6% |
| Participant deferral / active EE | $5,346 | $9,806-45.5% | $9,132-41.5% | $6,689-20.1% |
| Admin fee / account holder | $1,835 | $16,372-88.8% | $13,907-86.8% | $13,398-86.3% |