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 | $23,940 | $177,572-86.5% | $154,803-84.5% | $142,382-83.2% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 19.79% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,325 | $4,810-72.5% | $4,305-69.2% | $4,299-69.2% |
| Participant deferral / active EE | $3,620 | $6,272-42.3% | $5,540-34.7% | $6,507-44.4% |
| Admin fee / account holder | $817 | $16,786-95.1% | $14,329-94.3% | $12,624-93.5% |