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 | $32,567 | $177,572-81.7% | $154,803-79.0% | $142,382-77.1% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 19.05% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,309 | $4,810-31.2% | $4,305-23.1% | $4,299-23.0% |
| Participant deferral / active EE | $6,650 | $6,272+6.0% | $5,540+20.0% | $6,507+2.2% |
| Admin fee / account holder | $444 | $16,786-97.4% | $14,329-96.9% | $12,624-96.5% |