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 | $34,499 | $154,228-77.6% | $145,433-76.3% | $137,256-74.9% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 20.02% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,555 | $4,804-46.8% | $4,554-43.9% | $4,156-38.5% |
| Participant deferral / active EE | $6,637 | $8,216-19.2% | $7,897-16.0% | $6,407+3.6% |
| Admin fee / account holder | $1,138 | $14,344-92.1% | $13,129-91.3% | $12,270-90.7% |