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 | $29,504 | $159,602-81.5% | $150,045-80.3% | $142,382-79.3% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 22.21% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,986 | $4,961-39.8% | $4,693-36.4% | $4,299-30.5% |
| Participant deferral / active EE | $6,356 | $8,310-23.5% | $7,997-20.5% | $6,507-2.3% |
| Admin fee / account holder | $1,693 | $14,846-88.6% | $13,435-87.4% | $12,624-86.6% |