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 | $104,432 | $214,378-51.3% | $200,582-47.9% | $142,382-26.7% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 25.50% | 46.41%-20.9pp | 42.33%-16.8pp | 217.08%-191.6pp |
| Employer contribution / active EE | $1,381 | $6,841-79.8% | $6,419-78.5% | $4,299-67.9% |
| Participant deferral / active EE | $4,958 | $9,865-49.7% | $9,331-46.9% | $6,507-23.8% |
| Admin fee / account holder | $573 | $17,692-96.8% | $16,305-96.5% | $12,624-95.5% |