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 | $27,898 | $159,602-82.5% | $150,045-81.4% | $142,382-80.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.38% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,278 | $4,961-33.9% | $4,693-30.2% | $4,299-23.8% |
| Participant deferral / active EE | $6,191 | $8,310-25.5% | $7,997-22.6% | $6,507-4.9% |
| Admin fee / account holder | $1,439 | $14,846-90.3% | $13,435-89.3% | $12,624-88.6% |