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 | $18,552 | $159,602-88.4% | $150,045-87.6% | $142,382-87.0% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 23.00% | 70.24%-47.2pp | 62.55%-39.5pp | 217.08%-194.1pp |
| Employer contribution / active EE | $3,674 | $4,961-25.9% | $4,693-21.7% | $4,299-14.6% |
| Participant deferral / active EE | $5,870 | $8,310-29.4% | $7,997-26.6% | $6,507-9.8% |
| Admin fee / account holder | $1,844 | $14,846-87.6% | $13,435-86.3% | $12,624-85.4% |