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 6-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 | $34,096 | $177,572-80.8% | $154,803-78.0% | $142,382-76.1% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 173.58% | 65.07%+108.5pp | 58.88%+114.7pp | 217.08%-43.5pp |
| Employer contribution / active EE | $1,329 | $4,810-72.4% | $4,305-69.1% | $4,299-69.1% |
| Participant deferral / active EE | $4,103 | $6,272-34.6% | $5,540-25.9% | $6,507-36.9% |
| Admin fee / account holder | $1,321 | $16,786-92.1% | $14,329-90.8% | $12,624-89.5% |