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 | $159,602-82.5% | $150,045-81.4% | $142,382-80.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 27.40% | 70.24%-42.8pp | 62.55%-35.2pp | 217.08%-189.7pp |
| Employer contribution / active EE | $2,359 | $4,961-52.4% | $4,693-49.7% | $4,299-45.1% |
| Participant deferral / active EE | $6,923 | $8,310-16.7% | $7,997-13.4% | $6,507+6.4% |
| Admin fee / account holder | $385 | $14,846-97.4% | $13,435-97.1% | $12,624-97.0% |