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 | $24,208 | $154,228-84.3% | $145,433-83.4% | $137,256-82.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 14.04% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,829 | $4,804-61.9% | $4,554-59.8% | $4,156-56.0% |
| Participant deferral / active EE | $5,768 | $8,216-29.8% | $7,897-27.0% | $6,407-10.0% |
| Admin fee / account holder | $6,621 | $14,344-53.8% | $13,129-49.6% | $12,270-46.0% |