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 | $30,966 | $159,602-80.6% | $150,045-79.4% | $142,382-78.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 21.72% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $4,788 | $4,961-3.5% | $4,693+2.0% | $4,299+11.4% |
| Participant deferral / active EE | $7,960 | $8,310-4.2% | $7,997-0.5% | $6,507+22.3% |
| Admin fee / account holder | $3,277 | $14,846-77.9% | $13,435-75.6% | $12,624-74.0% |