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 | $20,649 | $154,228-86.6% | $145,433-85.8% | $137,256-85.0% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 21.14% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,972 | $4,804-58.9% | $4,554-56.7% | $4,156-52.5% |
| Participant deferral / active EE | $3,369 | $8,216-59.0% | $7,897-57.3% | $6,407-47.4% |
| Admin fee / account holder | $496 | $14,344-96.5% | $13,129-96.2% | $12,270-96.0% |