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 | $17,028 | $177,572-90.4% | $154,803-89.0% | $142,382-88.0% |
| Participation rate | 82.6% | 82.1%+0.6pp | 78.1%+4.5pp | 80.1%+2.5pp |
| Annual return | 17.02% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,400 | $4,810-70.9% | $4,305-67.5% | $4,299-67.4% |
| Participant deferral / active EE | $2,577 | $6,272-58.9% | $5,540-53.5% | $6,507-60.4% |
| Admin fee / account holder | $628 | $16,786-96.3% | $14,329-95.6% | $12,624-95.0% |