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 | $27,565 | $159,602-82.7% | $150,045-81.6% | $142,382-80.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 25.71% | 70.24%-44.5pp | 62.55%-36.8pp | 217.08%-191.4pp |
| Employer contribution / active EE | $4,212 | $4,961-15.1% | $4,693-10.3% | $4,299-2.0% |
| Participant deferral / active EE | $8,110 | $8,310-2.4% | $7,997+1.4% | $6,507+24.6% |
| Admin fee / account holder | $1,674 | $14,846-88.7% | $13,435-87.5% | $12,624-86.7% |