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 10-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 | $24,684 | $177,572-86.1% | $154,803-84.1% | $142,382-82.7% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 19.57% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,588 | $4,810-67.0% | $4,305-63.1% | $4,299-63.1% |
| Participant deferral / active EE | $3,751 | $6,272-40.2% | $5,540-32.3% | $6,507-42.4% |
| Admin fee / account holder | $333 | $16,786-98.0% | $14,329-97.7% | $12,624-97.4% |