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 7-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 | $25,157 | $177,572-85.8% | $154,803-83.7% | $142,382-82.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 19.33% | 65.07%-45.7pp | 58.88%-39.6pp | 217.08%-197.7pp |
| Employer contribution / active EE | $978 | $4,810-79.7% | $4,305-77.3% | $4,299-77.2% |
| Participant deferral / active EE | $3,555 | $6,272-43.3% | $5,540-35.8% | $6,507-45.4% |
| Admin fee / account holder | $896 | $16,786-94.7% | $14,329-93.7% | $12,624-92.9% |