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 | $172,111-86.1% | $150,298-84.1% | $137,256-82.6% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 19.79% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,325 | $4,636-71.4% | $4,154-68.1% | $4,156-68.1% |
| Participant deferral / active EE | $3,620 | $6,166-41.3% | $5,453-33.6% | $6,407-43.5% |
| Admin fee / account holder | $817 | $16,471-95.0% | $14,116-94.2% | $12,270-93.3% |