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 | $18,539 | $177,572-89.6% | $154,803-88.0% | $142,382-87.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 22.80% | 65.07%-42.3pp | 58.88%-36.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,194 | $4,810-54.4% | $4,305-49.0% | $4,299-49.0% |
| Participant deferral / active EE | $3,833 | $6,272-38.9% | $5,540-30.8% | $6,507-41.1% |
| Admin fee / account holder | $631 | $16,786-96.2% | $14,329-95.6% | $12,624-95.0% |