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 | $31,569 | $159,602-80.2% | $150,045-79.0% | $142,382-77.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 72.11% | 70.24%+1.9pp | 62.55%+9.6pp | 217.08%-145.0pp |
| Employer contribution / active EE | $3,183 | $4,961-35.8% | $4,693-32.2% | $4,299-26.0% |
| Participant deferral / active EE | $5,114 | $8,310-38.5% | $7,997-36.1% | $6,507-21.4% |
| Admin fee / account holder | $442 | $14,846-97.0% | $13,435-96.7% | $12,624-96.5% |