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 | $39,831 | $154,228-74.2% | $145,433-72.6% | $137,256-71.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 17.10% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,156 | $4,804-75.9% | $4,554-74.6% | $4,156-72.2% |
| Participant deferral / active EE | $5,001 | $8,216-39.1% | $7,897-36.7% | $6,407-22.0% |
| Admin fee / account holder | $888 | $14,344-93.8% | $13,129-93.2% | $12,270-92.8% |