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 8-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 | $31,762 | $159,602-80.1% | $150,045-78.8% | $142,382-77.7% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 29.49% | 70.24%-40.7pp | 62.55%-33.1pp | 217.08%-187.6pp |
| Employer contribution / active EE | $2,007 | $4,961-59.5% | $4,693-57.2% | $4,299-53.3% |
| Participant deferral / active EE | $6,315 | $8,310-24.0% | $7,997-21.0% | $6,507-3.0% |
| Admin fee / account holder | $555 | $14,846-96.3% | $13,435-95.9% | $12,624-95.6% |