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 3-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 | $28,408 | $159,602-82.2% | $150,045-81.1% | $142,382-80.0% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 33.47% | 70.24%-36.8pp | 62.55%-29.1pp | 217.08%-183.6pp |
| Employer contribution / active EE | $2,636 | $4,961-46.9% | $4,693-43.8% | $4,299-38.7% |
| Participant deferral / active EE | $7,781 | $8,310-6.4% | $7,997-2.7% | $6,507+19.6% |
| Admin fee / account holder | $834 | $14,846-94.4% | $13,435-93.8% | $12,624-93.4% |