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 7-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 | $37,426 | $177,572-78.9% | $154,803-75.8% | $142,382-73.7% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 75.98% | 65.07%+10.9pp | 58.88%+17.1pp | 217.08%-141.1pp |
| Employer contribution / active EE | $2,317 | $4,810-51.8% | $4,305-46.2% | $4,299-46.1% |
| Participant deferral / active EE | $5,276 | $6,272-15.9% | $5,540-4.8% | $6,507-18.9% |
| Admin fee / account holder | $381 | $16,786-97.7% | $14,329-97.3% | $12,624-97.0% |