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 | $28,033 | $214,378-86.9% | $200,582-86.0% | $142,382-80.3% |
| Participation rate | 88.2% | 87.4%+0.8pp | 86.9%+1.4pp | 80.1%+8.1pp |
| Annual return | 40.20% | 46.41%-6.2pp | 42.33%-2.1pp | 217.08%-176.9pp |
| Employer contribution / active EE | $3,455 | $6,841-49.5% | $6,419-46.2% | $4,299-19.6% |
| Participant deferral / active EE | $5,562 | $9,865-43.6% | $9,331-40.4% | $6,507-14.5% |
| Admin fee / account holder | $1,026 | $17,692-94.2% | $16,305-93.7% | $12,624-91.9% |