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 | $154,228-82.1% | $145,433-81.0% | $137,256-79.9% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 25.71% | 74.59%-48.9pp | 66.58%-40.9pp | 220.34%-194.6pp |
| Employer contribution / active EE | $4,212 | $4,804-12.3% | $4,554-7.5% | $4,156+1.3% |
| Participant deferral / active EE | $8,110 | $8,216-1.3% | $7,897+2.7% | $6,407+26.6% |
| Admin fee / account holder | $1,674 | $14,344-88.3% | $13,129-87.2% | $12,270-86.4% |