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 3-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 | $40,850 | $177,572-77.0% | $154,803-73.6% | $142,382-71.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 26.54% | 65.07%-38.5pp | 58.88%-32.3pp | 217.08%-190.5pp |
| Employer contribution / active EE | $2,434 | $4,810-49.4% | $4,305-43.5% | $4,299-43.4% |
| Participant deferral / active EE | $8,916 | $6,272+42.2% | $5,540+60.9% | $6,507+37.0% |
| Admin fee / account holder | $313 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |