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 5-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 | $35,936 | $177,572-79.8% | $154,803-76.8% | $142,382-74.8% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 17.49% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,813 | $4,810-20.7% | $4,305-11.4% | $4,299-11.3% |
| Participant deferral / active EE | $6,325 | $6,272+0.9% | $5,540+14.2% | $6,507-2.8% |
| Admin fee / account holder | $762 | $16,786-95.5% | $14,329-94.7% | $12,624-94.0% |