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 | $21,186 | $159,602-86.7% | $150,045-85.9% | $142,382-85.1% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 23.21% | 70.24%-47.0pp | 62.55%-39.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,297 | $4,961-53.7% | $4,693-51.1% | $4,299-46.6% |
| Participant deferral / active EE | $3,779 | $8,310-54.5% | $7,997-52.7% | $6,507-41.9% |
| Admin fee / account holder | $499 | $14,846-96.6% | $13,435-96.3% | $12,624-96.0% |