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 | $40,290 | $154,228-73.9% | $145,433-72.3% | $137,256-70.6% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 24.80% | 74.59%-49.8pp | 66.58%-41.8pp | 220.34%-195.5pp |
| Employer contribution / active EE | $4,433 | $4,804-7.7% | $4,554-2.7% | $4,156+6.7% |
| Participant deferral / active EE | $10,372 | $8,216+26.2% | $7,897+31.3% | $6,407+61.9% |
| Admin fee / account holder | $1,404 | $14,344-90.2% | $13,129-89.3% | $12,270-88.6% |