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 | $209,336-86.6% | $197,124-85.8% | $137,256-79.6% |
| Participation rate | 88.2% | 87.3%+0.9pp | 86.7%+1.5pp | 80.0%+8.3pp |
| Annual return | 40.20% | 48.09%-7.9pp | 44.34%-4.1pp | 220.34%-180.1pp |
| Employer contribution / active EE | $3,455 | $6,591-47.6% | $6,227-44.5% | $4,156-16.9% |
| Participant deferral / active EE | $5,562 | $9,614-42.2% | $9,135-39.1% | $6,407-13.2% |
| Admin fee / account holder | $1,026 | $17,308-94.1% | $16,298-93.7% | $12,270-91.6% |