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 | $12,572 | $106,515-88.2% | $96,683-87.0% | $139,434-91.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 39.04% | 38.43%+0.6pp | 35.69%+3.3pp | 372.94%-333.9pp |
| Employer contribution / active EE | $2,256 | $4,103-45.0% | $3,737-39.6% | $4,751-52.5% |
| Participant deferral / active EE | $5,176 | $5,454-5.1% | $4,878+6.1% | $6,710-22.9% |
| Admin fee / account holder | $812 | $7,877-89.7% | $6,730-87.9% | $11,403-92.9% |