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 3-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 | $25,583 | $177,572-85.6% | $154,803-83.5% | $142,382-82.0% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 21.72% | 65.07%-43.4pp | 58.88%-37.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,319 | $4,810-72.6% | $4,305-69.4% | $4,299-69.3% |
| Participant deferral / active EE | $6,296 | $6,272+0.4% | $5,540+13.6% | $6,507-3.2% |
| Admin fee / account holder | $1,514 | $16,786-91.0% | $14,329-89.4% | $12,624-88.0% |