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 | $40,637 | $154,228-73.7% | $145,433-72.1% | $137,256-70.4% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 21.61% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $3,650 | $4,804-24.0% | $4,554-19.9% | $4,156-12.2% |
| Participant deferral / active EE | $11,522 | $8,216+40.2% | $7,897+45.9% | $6,407+79.8% |
| Admin fee / account holder | $15,134 | $14,344+5.5% | $13,129+15.3% | $12,270+23.3% |