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 | $27,938 | $154,228-81.9% | $145,433-80.8% | $137,256-79.6% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 27.40% | 74.59%-47.2pp | 66.58%-39.2pp | 220.34%-192.9pp |
| Employer contribution / active EE | $2,359 | $4,804-50.9% | $4,554-48.2% | $4,156-43.2% |
| Participant deferral / active EE | $6,923 | $8,216-15.7% | $7,897-12.3% | $6,407+8.1% |
| Admin fee / account holder | $385 | $14,344-97.3% | $13,129-97.1% | $12,270-96.9% |