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 | $17,786 | $159,602-88.9% | $150,045-88.1% | $142,382-87.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 16.70% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,544 | $4,961-68.9% | $4,693-67.1% | $4,299-64.1% |
| Participant deferral / active EE | $2,826 | $8,310-66.0% | $7,997-64.7% | $6,507-56.6% |
| Admin fee / account holder | $1,703 | $14,846-88.5% | $13,435-87.3% | $12,624-86.5% |