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 | $17,395 | $159,602-89.1% | $150,045-88.4% | $142,382-87.8% |
| Participation rate | 87.0% | 84.0%+3.0pp | 82.3%+4.6pp | 80.1%+6.8pp |
| Annual return | 24.07% | 70.24%-46.2pp | 62.55%-38.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,300 | $4,961-53.6% | $4,693-51.0% | $4,299-46.5% |
| Participant deferral / active EE | $4,725 | $8,310-43.1% | $7,997-40.9% | $6,507-27.4% |
| Admin fee / account holder | $453 | $14,846-96.9% | $13,435-96.6% | $12,624-96.4% |