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 6-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 | $40,261 | $209,336-80.8% | $197,124-79.6% | $137,256-70.7% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 14.39% | 48.09%-33.7pp | 44.34%-29.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,216 | $6,591-51.2% | $6,227-48.4% | $4,156-22.6% |
| Participant deferral / active EE | $4,885 | $9,614-49.2% | $9,135-46.5% | $6,407-23.8% |
| Admin fee / account holder | $17,554 | $17,308+1.4% | $16,298+7.7% | $12,270+43.1% |